CFP Financial Planner Course | CCBST

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CFP Financial Planner Course
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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).

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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

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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

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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.

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Course Duration

• 35 Weeks

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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