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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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Standard designation granting course for advisors who specialize in elder planning. Upon successfully completing the EPC course and examination, advisors will have the EPC desingation and become an EPC member. Students will enhance their knowledge and understanding of the 50+ age demographic through education on topics focusing upon the evolving and specialized needs of Canada’s citizen......

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Introduction and Vocabulary: An industry overview to provide a foundation for learning Telephone Skills: Manners, etiquette, and scripting to provide a professional image Business English: Readability, common grammar errors, keeping a positive tone, email etiquette Industry Specific Scheduling: Use of an electronic daytimer, improving time management, client contact efficiency, email m......

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This two-day seminar is designed to assist in preparing students for the Investment Funds in Canada course. Both of the industry-standard mutual funds courses are covered. Topics covered include: Investments, including stocks, bonds, derivatives, and money market Retirement planning Personal taxation Reading financial statements Portfolio construction History and evolution of m......

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The Personal Financial Planner course is designed specifically for those working in the banking industry. This course starts with the basics of personal finance, and from there, moves into more advanced instruction of: Investment Planning Risk Management Tax Planning Estate Planning ...

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The Personal Financial Planner program is the financial planning course designed for those employed in the banking industry. Course 4 is a comprehensive study of investments and taxation. Topics covered include: Investment Overview Stocks, Bonds, Options, Money Market Instruments, and Derivatives Investment Planning Personal Taxation Corporate Taxation Taxation of Investments ...

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