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CFP Financial Planner Course | CCBST

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Title: CFP Financial Planner Course | CCBST


1
CFP Financial Planner Course
2
Introduction
  • The Financial Planner course allows students
    acquire an understanding of the concepts, as well
    as applications with financial calculations, and
    analysis of financial statements.
  • Students will develop a comprehensive
    understanding of the principles, applications
    related to risk management and retirement
    planning.
  • By doing this course, you would gain enough
    knowledge to easily crack the certified financial
    planner exam and become a CFP (Certified
    Financial Planner).

3
Course Outline
  1. Microsoft Word, Excel, Outlook
  2. Personal Financial Services Advice (PFSA)
  3. Financial Planning I(FP-I)
  4. Financial Planning II (FP-II)
  5. Applied Financial Planning (AFP)
  6. Business and English Communication
  7. Office Procedures
  8. Interpersonal Business Skills
  9. Customer Service

4
Course Outcomes

  • Upon successful completion of Financial Planner
    Course student will be able to
  • Assist Financial Planners, Personal Banking
    Officers, Investment Brokers and Advisors
  • Develop personal financial plans for clients
    covering cash management and finances
  • Assist clients in making wise and profitable
    financial choices and set financial goals
  • Assist in arranging sales of financial products
    and investments (depending on license)
  • Monitor client portfolio to ensure quality and
    profitability
  • Review and change the financial plans based on
    the client's situation
  • Prepare business documents, letters and
    memorandums
  • Promote financial products and services and
    develop financial strategies
  • Provide financial guidance to clients
  • Analyze clients financial records and prepare
    financial plans

5
Career Opportunities
  • Our financial planner course provides a solid
    foundation for a career in financial planning.
    Students will receive hands-on training to gain
    skills to determine a clients financial needs
    and objectives, and to create a customized
    investment and savings plan to help the client
    achieve those goals.
  • In this program, you will cover the fundamentals
    of Financial Planning and related planning topics
    including income tax, retirement planning,
    strategic investment, risk management and estate.

6
Course Duration
  • 35 Weeks

7
208-4900 Sheppard Avenue East Scarborough,
Toronto, Ontario, M1S 4A7. CANADA Number
416-907-4733
THANKS!
Any questions? You can find us at
info.east_at_ccbst.ca
http//ccbstcollege.com
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