Financial Planning Tutorials Canada

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams

Last updated 2022-01-10 | 3.9

- In this course we would be covering topics like
- Advising in the Financial Services Industry
- The Financial Planning Process

What you'll learn

In this course we would be covering topics like

Advising in the Financial Services Industry

The Financial Planning Process

Budgeting and Borrowing

Taxes

Investments

Retirement and Wills

Risk Management and Life Insurance

Financial Planning in Canada /The Six Steps of the Financial Planning Process

Financial Planning and Mortgages

Investment and Tax Planning /Retirement Planning and Insurance

Estate Planning & Family Law / Financial Planning for Small Business

* Requirements

* Basic understanding of finance

Description

We would be covering topics like :

Advising in the Financial Services Industry
The Financial Planning Process
Budgeting and Borrowing
Taxes, Investments, Retirement and Wills
Risk Management and Life Insurance
Financial Planning in Canada
The Six Steps of the Financial Planning Process
Net Worth Planning and General Strategies to Manage Credit
Financial Planning and Mortgages
Investment and Tax Planning
Retirement Planning and Insurance
Estate Planning & Family Law
Financial Planning for Small Business

In this course we would be covering topics that are tested in different exams like

1. Financial Planning I (FP I) course conducted by Canadian Securities Institute (CSI)

2. Financial Planning II (FPII) course conducted by Canadian Securities Institute (CSI)

3. Applied Financial Planning (AFP) Certification Examination conducted by Canadian Securities Institute (CSI)

4. Certified Financial planning (CFP) certification examination conducted by Financial Planning Standards Council

This course would also be helpful if you are taking personal financial planning course in your under graduation or graduation or you are working in financial services industry in Canada

Who this course is for:

Aspiring financial planning professionals and people working in banking / financial services
Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
Students studying financial planning in grad / under grad