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Financial Planning Tutorials

26.5 hours on-demand video

$ 12.99

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Brief Introduction

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams

Description

We would be covering topics like :

Advising in the Financial Services Industry
The Financial Planning Process
Budgeting and Borrowing
Taxes, Investments, Retirement and Wills
Risk Management and Life Insurance
Financial Planning in Canada
The Six Steps of the Financial Planning Process
Net Worth Planning and General Strategies to Manage Credit
Financial Planning and Mortgages
Investment and Tax Planning
Retirement Planning and Insurance
Estate Planning & Family Law
Financial Planning for Small Business

In this course we would be covering topics that are tested in different exams like

1. Financial Planning I (FP I) course conducted by Canadian Securities Institute (CSI)

2. Financial Planning II (FPII) course conducted by Canadian Securities Institute (CSI)

3. Applied Financial Planning (AFP) Certification Examination conducted by Canadian Securities Institute (CSI)

4. Certified Financial planning (CFP) certification examination conducted by Financial Planning Standards Council

This course would also be helpful if you are taking personal financial planning course in your under graduation or graduation or you are working in financial services industry in Canada

Requirements

Requirements
Basic understanding of finance

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