Overview

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 IndustryThe Financial Planning ProcessBudgeting and BorrowingTaxes, Investments, Retirement and WillsRisk Management and Life InsuranceFinancial Planning in CanadaThe Six Steps of the Financial Planning ProcessNet Worth Planning and General Strategies to Manage CreditFinancial Planning and MortgagesInvestment and Tax PlanningRetirement Planning and InsuranceEstate Planning & Family LawFinancial Planning for Small BusinessIn 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.

Skills

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