Financial Planning
Based in Canada

Financial Planning and Taxation
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: Royal Canadian Institute of Technology
Information gathering, Communication and education The Process of Financial planning Ethics and the Financial Advisor Standards of Conduct Taxes and Taxation Issues Tax Deferral Plans Appendix A: A. Registrant Code of Ethics and Standards of Conduct Appendix B: A. Juan Casuso B. Johanna Von Rosen...
Training Center: Surrey, Vancouver, British Columbia, Canada
 

Financial Planning Education for Accountants
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: Ashton College
This program is designed for busy accountants pressed for time; it’s an accelerated version of our CFP® Education Program. You can use this program to fully prepare for the National CFP® Examination and earn your CFP® designation, or simply to add to and update your financial planning knowledge for everyday use. Students will study the basic concepts of contracting and family law fol......
Training Center: Vancouver, British Columbia, Canada
 

Corporate Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: University of Alberta School of Business
Advanced discussion of asset choice and financial structure. Supplemental case study....
Training Center: Edmonton, 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
 

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