Financial Planning training courses and schools
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees

Total 46 training course(s)/program(s) at schools in Canada.



College of Extended Learning - UNB

Training Centre/Campus: Fredericton, New Brunswick, Canada
Phone No.: 1-866-599-4646

Personal Financial Planning

Course Format: Online / Virtual Classroom / Webinar  V

The objective of this course is to introduce students to the fundamental principles of financial decision-making, and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing a successful personal financial plan. Students will also learn financial planning as it is done in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment, insurance, retirement and estate planning. There is equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.

At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure ... [Read More]


Okanagan College

Training Centres/Campuses: Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon, British Columbia, Canada
Phone No.: 1-877-755-2266

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

This course introduces the tools and strategies of personal financial planning. Topics include goal setting, savings, investments, insurance, taxation, budgeting and financing.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

This course introduces important fundamentals in the practice of financial planning. Topics include the applications of mathematics of finance in financial planning calculations, issues in contract and family law, and an analysis of government-sponsored benefit programs.


Vancouver Island University

Training Centre/Campus: Nanaimo, British Columbia, Canada
Phone No.: 1-888-920-2221

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Modeled on the Personal Financial Planning course offered by the Canadian Institute of Financial Planning in its Chartered Financial Planner program. Topics include identification of financial goals and priorities, budgeting, credit and debt, risk management, savings and investment, mortgages and buying a home, retirement planning, wills and estate planning, and preparation of a financial plan.


Douglas College Continuing Education

Training Centre/Campus: New Westminster, British Columbia, Canada
Phone No.: 604 527 5400

Resource Management and Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This course will provide an overview various energy management tools, financing of energy management projects, and tracking performance of energy manag ement projects.

Topics will include energy accounting, utility bill analysis, monitoring, targeting, and reporting, financial analysis, measurement and verification, financing energy management projects and developing a business case, and planning energy management projects.


Douglas College

Training Centre/Campus: New Westminster, British Columbia, Canada
Phone No.: 604 527 5400

Financial Planning (Diploma)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

There is an increasing need for employees skilled in financial planning at banks, credit unions and in the investment, insurance and financial planning industries. The job market requires people with recognized, specialized credentials, particularly in industries where clients rely on a trusted personal advisor. The need for financial planning professionals will continue to grow as defined pension plans disappear and government increases the age for access to government retirement programs.

Completing the PDD in Financial Planning qualifies you to challenge the Level 1 Certified Financial Planning exam. Learn financial services marketing, Canadian securities, wealth management and more.

The PDD in Financial Planning prepares you for these careers:
•Financial Planner
•Wealth Manager
•Investment Advisor
•Credit Counselor
•Financial Consultant


Camosun College

Training Centre/Campus: Victoria, British Columbia, Canada
Phone No.: 250-370-3000

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This course will cover topics related to personal financial planning fundamentals, professional standards in the financial planning industry and comprehensive practices in risk and retirement planning. Material in this course focuses on curriculum requirements set out by the Financial Planning Standards Council. It is one of four courses at Camosun which when completed qualify a student to sit for the Financial Planning Exam 1 (FPE1).

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

This is an introduction to Personal Financial Planning and the issues necessary to develop and achieve long-term personal financial goals. Topics will include money management, credit worthiness, real estate, investments, insurance, wills and estate planning.

Taxation for Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

This course provides an introduction to personal income tax and tax planning. Topics covered include sources of income, deductions, tax credits, dividends, capital gains, retirement planning, estates and trusts, business income and capital cost allowance.


St. Clair College

Training Centre/Campus: Windsor, Ontario, Canada
Phone No.: 1-800-387-0524

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

In recent years, the interactions of the specialist fields of personal taxation, insurance, investing, mortgages, retirement planning, estate planning and family law have given rise to the field of comprehensive financial planning. Financial planners seek to take a broad view of these issues, integrating them across a client’s life to create a plan that takes into account both short-term and long-term goals. This course seeks to provide an advanced overview of the issues involved in a life cycle planning process. Additional topics covered include the time value of money, credit and ethics.


Sheridan College

Training Centres/Campuses: Brampton, Mississauga, Oakville, Ontario, Canada
Phone No.: 905-845-9430

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

By the end of this course, students will have demonstrated the
ability to compare financial products and strategies using what-if
scenarios, based on an understanding of the purchaser¿s needs and
concerns.

Learning Outcomes
To achieve the critical performance, students will have demonstrated
the ability to:

1. Examine the key ratios and type of classification used on a net
worth statement and cash savings statement in order to identify
money management issues and develop alternative strategies to
resolve these issues.
2. Apply budgeting principles to explain the importance of budgeting
and the key points to keep in mind when creating a personal
budget.
3. Explain the types of credit available to the consumer with
reference to their relative advantages and disadvantages.
3. Describe strategies to deal with overextended credit and debt
issu... [Read More]

Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Sheridan’s Financial Planning graduate certificate provides a fast start to your career in financial planning. Why spend three years in self-study to complete the academic requirements to become a financial planner while working in an entry-level financial services job when you can spend 28 weeks in Sheridan’s Financial Planning graduate certificate and be ready to begin a lucrative and enjoyable career helping people reach their financial goals? If you already have a postsecondary diploma or degree and can take this program full-time, you’ll be ready to start your financial planning career in one year flat.


Lambton College

Training Centre/Campus: Sarnia, Ontario, Canada
Phone No.: 519-541-2403

Financial Planner (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Financial Planning Board of Governors Certificate allows graduates upon successful completion of the program* to write the Financial Planning Examination Level One (PE1) that is administered by the Financial Planners Standards Council (FPSC) for the Certified Financial Planner(CFP) internationally recognized professional designation.

Accreditation also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a Financial Planning Examination Level Two (PE2) exam (taken one year after the PE1 exam) to qualify for the CFP designation. Accreditation exams are scheduled twice each year.

EMPLOYMENT OPPORTUNITIES

Financial planning is a career that is currently in demand and will continue to be so in the future. Financial planners will provide crucial tax and estate planning, with a forty-one trillion dollar wealth transfer between baby boomers and their children.

Source: The Financial Planning S... [Read More]

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