Financial Planning

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

Financial Planning and Taxation
Course Format: Classroom
School/Trainer: Royal Canadian Institute of Technology [All Courses]
Training Center(s)/Venue(s): Surrey, Vancouver, British Columbia, Canada
Jobs & Resumes: Surrey, Vancouver
Houses & Roommates: Surrey, Vancouver

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...

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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......

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Advanced discussion of asset choice and financial structure. Supplemental case study....

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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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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......

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