Financial Planning Tutorials

Financial Planning Tutorials

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 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

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.

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams

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What you will learn

• In this course we would be covering topics like
• Advising in the Financial Services Industry
• The Financial Planning Process

Rating: 3.95

Level: Beginner Level

Duration: 41 hours

Instructor: Finance in Canada Inc