Certified Financial Planner Courses:
- Financial Planning Fundamentals: BUSN-0156
- Financial Planning Practices: BUSN-0157
- Risk & Retirement Planning: BUSN-0158
- Wealth Management & Estate Planning: BUSN-0155
* Please click each course to jump to description
Please note that all textbooks will need to be purchased through Advocis and with your registration you will gain access through the Advocis Learning Centre for online information and tests.
Financial Planning Fundamentals
BUSN0156 – CRN 35147 – Non credit:
The course introduces the fundamentals important to the discipline 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 concept of contracting and family law are covered, followed by an analysis of government-sponsored benefit programs.
- Prerequisite: None
- Semester Start/End Date: May 10th – August 16th
- Final Exam: Online
- Course Fee
Financial Planning Practices
BUSN0157 – CRN 35148 – Non credit Course:
This course introduces students to basic income tax laws and gradually progresses into a more advanced understanding of tax laws as related to areas of financial planning. The professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered. Different forms of business structures are explored in-depth, along with an understanding of trusts.
- Prerequisite: None
- Semester Start/End Date: May 10th – August 16th
- Final Exam: Online
- Course Fee
Risk & Retirement Planning
BUSN0158 – CRN 35150 – Non credit Course:
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 area of insurance and retirement. Also explored are risk management and retirement planning processes progressing from the wealth accumulation phase into the retirement phase. This course offers Modules 9-14: Risk Management – Fundamentals, PandC, Other; Life and Disability Insurance, Registered Pension Plans, RRSP’s, Retirement Income and other compensations, Retirement Planning.
- Prerequisite: None
- Semester Start/End Date: May 10th – August 16th
- Final Exam: Online
- Course Fee
Wealth Management & Estate Planning
BUSN0155 – CRN 35146 – Non credit Course:
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.
- Prerequisite: None
- Semester Start/End Date: May 10th – August 16th
- Final Exam: Online
- Course Fee