Certified Financial Planner (CFP) Course

Description

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).

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Course 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

Know More: CFP financial planner

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
• Analyze clients financial records and prepare financial plans
• 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 clients situation
• Prepare business documents, letters and memorandums
• Promote financial products and services and develop financial strategies
• Provide financial guidance to clients

Call us 416-907-4733 for certified financial planner exam

Career Opportunity

Our Financial Planner Diploma program provides a solid foundation for a career in financial planning. Students will receive hands-on training to gain skills to determine a client’s 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.

Call us : 416-800-8833

Course Duration

35 Weeks