4.1  39 reviews on Udemy

Financial Planning Tutorials

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
Course from Udemy
 224 students enrolled
 en
In this course we would be covering topics like
Advising in the Financial Services Industry
The Financial Planning Process
Budgeting and Borrowing
Taxes, Investments, Retirement and Wills
Risk Management and Life Insurance
Financial Planning in Canada /The Six Steps of the Financial Planning Process
Financial Planning and Mortgages
Investment and Tax Planning /Retirement Planning and Insurance
Estate Planning & Family Law / Financial Planning for Small Business

We would be covering topics like :

  • Advising in the Financial Services Industry

  • The Financial Planning Process

  • Budgeting and Borrowing

  • Taxes, Investments, Retirement and Wills

  • Risk Management and Life Insurance

  • Financial Planning in Canada

  • The Six Steps of the Financial Planning Process

  • Net Worth Planning and General Strategies to Manage Credit

  • Financial Planning and Mortgages

  • Investment and Tax Planning

  • Retirement Planning and Insurance

  • Estate Planning & Family Law

  • Financial Planning for Small Business

In 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

Financial Planning Tutorials
$ 94.99
per course
Also check at

FAQs About "Financial Planning Tutorials"

About

Elektev is on a mission to organize educational content on the Internet and make it easily accessible. Elektev provides users with online course details, reviews and prices on courses aggregated from multiple online education providers.
DISCLOSURE: This page may contain affiliate links, meaning when you click the links and make a purchase, we receive a commission.

SOCIAL NETWORK