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Welcome to the CCBST Canadian College of business science and technology Our one of a kind business, science and technology college has been created and established as a private career college in Toronto Ontario. We provide first class facilities and training to help students form professional opportunities for their future. Our entirely Canadian owned and operated private college has been producing graduates that are ready to work with minimal training in their career of choice, for 9 years. Our program organizers and educators have real world experience allow us to structure programs to better prepare students with the practical skills they will need for the workplace, as well as the detailed knowledge they will need to become successful professionals. Our private Toronto college has a wide array of programs including: Diploma: Paralegal Accounting & Payroll-Business Administration Administrative Assistant Home Inspection Diploma Business Administration CSR-Banking and Financial Services Web Technician Network Technician Microsoft Server Exchange Sharepoint Administrator Microsoft Asp Net Developer Health Office Administrator Personal Support Worker(PSW) Early Childcare Assistant(ECA) Certificate: CCIE - R & S Graphic Design Business System Analysis Each of these programs presents career opportunities from convienently located campuses. With three current campuses across the GTA we offer convience and quality education and facilities across southern Ontario. Proof of the value in each one of our diploma and certificate programs can be found across multiple industries. Since the Canadian College of Business, Science and Technology became a registred body with the ministry of training, college and universities act, Many of the first alumni can now be found across multiple industries in secure positions. Many of our alumni are also now working in positions at the top of their field. If you are interested in any of our core programs or you would like to take a tour of our facilities, please fill out the form below or give us a call today.
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Financial Planner


Description

This course prepares students for employment in the field of financial planning. Students participating in the course will acquire an understanding of the concepts and applications associated with financial calculations, the analysis of financial statements, as well as develop a comprehensive understanding of the principles and applications related to risk management and retirement planning.

Outline

  • Microsoft: Word, Excel, Outlook
  • Personal Financial Services Advice (PFSA)
  • Financial Planning I(FP-I)
  • Financial Planning II (FP-II)
  • Applied Financial Planning (AFP)
  • Business and English Communication
  • Office Procedures
  • Interpersonal Business Skills
  • Customer Service

Outcomes

Upon successful completion of this 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
  • Analyze clients financial records and prepare financial plans
  • Assist clients in making wise/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 clients situation
  • Prepare business documents, letters and memorandums
  • Promote financial products and services and develop financial strategies
  • Provide financial and other information to clients

Opportunities

Entry level work in positions such as

  • Assistant to Financial Planners
  • Assistant to Personal Financial Advisors
  • Assistant to Investment Advisors.

Course Duration :

35 Weeks

 

Call now @ 1-800-250-9032 or Click here to book an appointment 

 

TESTIMONIAL

I am extremely thankful to CCBST College and MTCU for giving me opportunity to study. I really appreciate.Most of all, thank you for everything you have done and will continue to do to create a better future. There is no other profession that so directly shapes the world of tomorrow.

-Chintan Bhavsar