Financial Planning training school and course directory

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Financial Planning schools in Canada:
Calgary Edmonton Halifax Mississauga Montreal Ottawa Toronto Vancouver Winnipeg More>>

Training Courses for:

Financial Planning

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

Total 64 training course(s) available.

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......

Course description>>

Professional Financial Planning
Course Format: Classroom
School/Trainer: CSI [All Courses]
Training Center(s)/Venue(s): Montreal, Toronto, Canada
Jobs & Resumes: Montreal, Toronto
Houses & Roommates: Montreal, Toronto

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......

Course description>>

Commerce (Financial Planning) (Certificate) (Diploma) (Online)
School/Trainer: University of Western Sydney [All Courses]

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>

Commerce (Financial Planning) (Certificate) (Diploma) (Online)
School/Trainer: University of Western Sydney

BUDGETARY AND FINANCIAL PLANNING (Online)
School/Trainer: Inter-Dec College [All Courses]

The targeted skills are: �?Establishing budget forecasts. �?Managing the budget. �?Analyzing sales reports. �?Interpreting the gap between objectives and results. �?Taking corrective measures....

Course description>>

Diploma of Financial Services (Financial Planning) (Online)
School/Trainer: Australian and New Zealand Institute of Insurance and Finance [All Courses]

For financial planners, or those who wish to enter the financial planning industry, this course develops skills and knowledge to provide a range of standard financial planning services and specialist paraplanning services. This course leads to compliance with ASIC RG 146 (Tier 1). ...

Course description>>

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