Certified Financial Planner (CFP®) FastTrack Program

Overview

There is an increasing demand for qualified professional financial planners. Certified Financial Planner (CFP®) certification is the industry gold standard in financial planning. CFP® professionals are the largest identifiable body of licensed financial planners in Canada. The financial needs and objectives of individuals are complex and are best met by applying expertise in areas such as investment strategies, retirement planning, estate planning, insurance and taxation. This program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.

The CFP® is sought after by employers in the financial services industry. Visit Workopolis for employment opportunities.

Note: Program Fees Include Tuition and Textbooks

Prospective Career Outcomes/
Credentials Awarded

If you are interested in a career in financial planning, obtaining CFP certification demonstrates that you are committed to attaining the gold standard in financial planning. Earning CFP certification will equip you with all the skills, abilities and knowledge necessary to be a competent and ethical financial planner working directly one-on-one with clients.
This program allows you to complete the core curriculum education program and is accredited by the Financial Planning Standards Council (FPSC).

Format

The CFP Fast Track Program is offered on a part-time basis. Classes

meet Wednesday afternoons from 5pm to 9pm.

27 hours per course for a total of 108 hours.

Course Descriptions

CFP 1 – Financial Planning Fundamentals

This course introduces the fundamental importance of financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The basic concepts of contracting and family law are covered followed by an analysis of government-sponsored benefit programs.

Time Value of Money Fundamentals
Financial Statements & Analysis
Legal – Fundamentals & Family Law
Government-sponsored Benefit Programs

CFP 2- Contemporary Practices in Financial Planning

This course introduces students to basic income tax laws and moves into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

Taxation – Level I
Taxation – Level II
Organizational Structures
Professional Standards & Financial Industry

CFP 3 – Comprehensive Practices in Risk & Retirement Planning

Designed to provide students with a comprehensive understanding of the principles and applications related to the concepts of managing risk and retirement planning, this course covers products, issues, and practices in the areas of insurance and retirement. Included is an understanding of the risk management and retirement planning process moving through the wealth accumulation phase into retirement.

Risk Management – Fundamentals, P&C, Other
Risk Management – Life & Disability Insurance
Registered Pension Plans
Registered Retirement Savings Plans
Retirement Income & Other Compensation
Retirement Planning

CFP 4 – Wealth Management and Estate Planning

Students will review the basics of economics and investing along with an understanding of investment products. Investment planning and key areas of personal financial management are explored. The course concludes with estate planning fundamentals, concepts, and applications.