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Find Financial Planning Training Courses and Workshops in Cities of Canada: Calgary - Edmonton - Halifax - Mississauga - Montreal - Ottawa - Toronto - Vancouver - Victoria - Winnipeg
Financial Planning training courses and schools
Financial Planning Certificate (FPC)Total 7 training course(s) at schools in Canada.
School: Royal Canadian Institute of Technology
[All Courses] Training Center(s)/Venue(s): Surrey, Vancouver, British Columbia, Canada
Tel.: 604-879-5676Financial Planning and Taxation
Course Format: Classroom
Information gathering, Communication and education
The Process of Financial planning
Ethics and the Financial Advisor
Standards of Conduct
Taxes and Taxation Issues
Tax Deferral Plans
Appendix A:
A. Registrant Code of Ethics and Standards of Conduct
Appendix B:
A. Juan Casuso
B. Johanna Von Rosen
Training Center(s)/Venue(s): Vancouver, British Columbia, Canada
Tel.: 604-899-0803, 1-866-759-6006Financial Planning Education for Accountants
Course Format: Classroom
This program is designed for busy accountants pressed for time; it’s an accelerated version of our CFP® Education Program.
You can use this program to fully prepare for the National CFP® Examination and earn your CFP® designation, or simply to add to and update your financial planning knowledge for everyday use.
Students will study the basic concepts of contracting and family law fol...
Training Center(s)/Venue(s): Montreal, Quebec, Canada
Tel.: 514.939.4444, 1.800.363.3541BUDGETARY AND FINANCIAL PLANNING
Course Format: Online
The targeted skills are:
�Establishing budget forecasts.
�Managing the budget.
�Analyzing sales reports.
�Interpreting the gap between objectives and results.
�Taking corrective measures.
School: College of Extended Learning - UNB
[All Courses] Training Center(s)/Venue(s): Fredericton, New Brunswick, Canada
Tel.: 1-866-599-4646Personal Financial Planning
Course Format: Online
The objective of this course is to introduce students to the fundamental principles of financial decision-making; and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental...
School: University of Alberta School of Business
[All Courses] Training Center(s)/Venue(s): Edmonton, Alberta, Canada
Tel.: (866) 492-7676Corporate Financial Planning
Course Format: Classroom
Advanced discussion of asset choice and financial structure. Supplemental case study.
School: Centre for Continuing Education, Concordia University
[All Courses] Training Center(s)/Venue(s): Montreal, Quebec, Canada
Tel.: 514-848-3600PERSONAL FINANCIAL PLANNING
Course Format: Classroom
This is a hands-on course which provides students with the necessary skills required to manage their personal wealth and plan for a secure financial future. The course is taught by certified financial planners and will explore the following topics: the advantages of RRSP and non-registered tax sheltered products that produce tax-free benefits, evaluating different kinds of insurance and benefit...
School: George Brown College
[All Courses] Training Center(s)/Venue(s): Toronto, Ontario, Canada
Tel.: 1-800-265-2002Financial Planning Certificate
Course Format: Classroom
Financial planners help individuals meet their financial goals. The Financial Planners Standards Council is the standard-setting organization that licenses individuals who meet the requirements for the designation of Certified Financial Planner™ (CFP). Candidates for the designation must complete an accredited education program, pass an exam and meet a work experience requirement. More in...
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