Financial Planning Tutorials
Financial Planning Tutorials
Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
In this course 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
Financial Planning and Mortgages
Investment and Tax Planning /Retirement Planning and Insurance
Estate Planning & Family Law / Financial Planning for Small Business
Description
This course provides a through understanding of Financial Planning . It has over 31 hours of video lectures to guide you .
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
You will also learn about the Canadian securities industry and the regulatory environment, market and economic events impacting investment performance, and to analyze corporate financial statements. We will undertake an investigation of financial instruments such as fixed income, equities, managed products and structured products. Fee based accounts and derivatives are also included in this course.
Who this course is for:
Aspiring financial planning professionals and people working in banking / financial services
Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
Students studying financial planning in grad / under grad
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