CFP

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

PERSONAL FINANCIAL PLANNING
Course Format: Classroom
School/Trainer: Centre for Continuing Education, Concordia University [All Courses]
Training Center(s)/Venue(s): Montreal, Quebec, Canada
Jobs & Resumes: Montreal
Houses & Roommates: Montreal

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......

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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......

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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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