CFP

at school(s) in Calgary or delivered online/live/on-site/by e-learning

Certified Financial Planner
Course Format: Classroom
School/Trainer: Business Career College [All Courses]
Training Center(s)/Venue(s): Edmonton, Calgary, Toronto, Vancouver, Canada
Jobs & Resumes: Edmonton, Calgary, Toronto, Vancouver
Houses & Roommates: Edmonton, Calgary, Toronto, Vancouver

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 ......

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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......

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The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws. Online Review session includes: 48+ hours of instructor-l......

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Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

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With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ......

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Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional and broadens your opportunities to do business. This third course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation i......

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