Planning schools in Canada:
Calgary
Edmonton
Halifax
Mississauga
Montreal
Ottawa
Toronto
Vancouver
Winnipeg
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Training Courses for:
Planning
at school(s) in Vancouver or delivered online/live/on-site/by e-learning
Total 200 training course(s) available.
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...
Course description>>
Elder Planning Counselor
Course Format: Classroom
School/Trainer: Ashton College [All Courses]
Training Center(s)/Venue(s): Vancouver, British Columbia, Canada
Jobs & Resumes: Vancouver
Houses & Roommates: VancouverThe Elder Planning Counselor (EPC) program is intended to enrich the knowledge and understanding of professionals on topics focusing upon the evolving and specialized needs of Canada’s citizens as they age.
This program will enable you to assist the elderly in their planning and care in terms that they will accept and appreciate. The program was developed by industry specific experts who have ......
Course description>>
Financial Planning Education for Accountants
Course Format: Classroom
School/Trainer: Ashton College
Training Center(s)/Venue(s): Vancouver, British Columbia, CanadaThis 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......
Course description>>
Elder Planning Counselor (Certificate)
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, VancouverStandard 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......
Course description>>
Investment and Tax Planning
Course Format: Classroom
School/Trainer: Business Career College
Training Center(s)/Venue(s): Edmonton, Calgary, Toronto, Vancouver, CanadaThe 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
...
Course description>>
Risk Management & Estate Planning
Course Format: Classroom
School/Trainer: Business Career College
Training Center(s)/Venue(s): Edmonton, Calgary, Toronto, Vancouver, CanadaAfter completing this course, participants will be able to:
· Assess and evaluate a client’s exposure to risk
· Inform clients on property, life, disability, health and critical illness insurance
· Explain the tax treatment of various forms of insurance
· Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appr......
Course description>>
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