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Corporate Training and Bespoke/Tailored Courses for:

CFP
Based in Canada

Total 5 corporate training course(s) available.

Certified Financial Planner
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: Business Career College

The Certified Financial Planner designation is widely recognized as the pre-eminent designation for financial services professionals in Canada. This course is based on the Advocis (see www.advocis.ca) CFP program. There are a total of four modules. A complete syllabus for this course can be found at the Financial Planners Standards Council website at www.fpsccanada.org. Business Career ......
Training Center: Edmonton, Calgary, Toronto, Vancouver, Canada
 

Certified Financial Planner (CFP)
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: University of Calgary Continuing Education

The University of Calgary and ADVOCIS (www.advocis.ca and www.advociscalgary.ca) have partnered to offer an education program approved by the Financial Planners Standards Council (FPSC). Upon completion of the approved education program you qualify to write the Certified Financial Plannerâ„?(CFPâ„? Examination, set and administered by FPSC. All licensing of the designation is through FPSC. Adv......
Training Center: Calgary, Alberta, Canada
 

PERSONAL FINANCIAL PLANNING
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: Centre for Continuing Education, Concordia University

This is a hands-on course which provides students with the necessary skills required to manage their personal wealth and plan for a secure financial future. The course is taught by certified financial planners and will explore the following topics: the advantages of RRSP and non-registered tax sheltered products that produce tax-free benefits, evaluating different kinds of insurance and benefit......
Training Center: Montreal, Quebec, Canada
 

Professional Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: CSI

The Professional Financial Planning Course (PFPC) will help you develop your financial planning knowledge and expertise. You’ll enhance your insurance, retirement, tax and estate planning and investment management abilities, allowing you to better serve your clients or simply increase your personal financial acumen. The PFPC also satisfies qualification requirements for multiple industry e......
Training Center: Montreal, Toronto, Canada
 

Financial Planning Certificate
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: George Brown College

Financial planners help individuals meet their financial goals. The Financial Planners Standards Council is the standard-setting organization that licenses individuals who meet the requirements for the designation of Certified Financial Planner™ (CFP). Candidates for the designation must complete an accredited education program, pass an exam and meet a work experience requirement. More in......
Training Center: Toronto, Ontario, Canada
 

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