Financial Planning 7053
|Certificate Name||Financial Planning|
|Description||A professional financial planner helps clients identify financial needs and objectives, and uses this information to develop a personalized program of savings and investments to help clients realize their goals.
Centennial College in partnership with CIFP, offers a Certificate in Financial Planning. The Canadian Institute of Financial Planners is a non-profit association of Canadian Certified Financial Planner Professionals. The association is an independent, effective and powerful advocate for the CFP certification marks and the financial planning profession in Canada.
Our program is specifically for individuals who wish to become qualified professional financial planners, as well as those who simply want a better understanding of the complex financial world around them.
Career opportunities may include but are not limited to, financial planner, mutual fund representative, bank or trust company officer, discount brokerage investment representative, bank or trust company officer.
Centennial College students will receive instructions on how to register and log on with CIFP to purchase the reference materials during their first class.
Students are required to complete four courses (details below).
Upon completion of the four courses, students will:
1. Participate in an on-line program review with CIFP
2. Write an in-class CIFP exam
3. Write FPE 1 certificate exam with FPSC
|Course Code||Course Name|
|CEFN-802||Risk Management and Estate Planning|
|CEFN-803||Strategic Investment Planning|
|CEFN-804||Income Tax Planning|