Certified financial planner (cfp) course

1. Certified Financial Planner (CFP) Course By CCBST College https://ccbstcollege.com/program/financial-planner/

2. CFP Certification Course • The Financial Planner course allows students acquire an understanding of the concepts, as well as applications with financial calculations, and analysis of financial statements. • Students will develop a comprehensive understanding of the principles, applications related to risk management and retirement planning. • By doing this course, you would gain enough knowledge to easily crack the certified financial planner exam and become a CFP (Certified Financial Planner). https://ccbstcollege.com/program/financial-planner/

3. Benefits of doing CFP • Most Recognized qualification in the field of Financial Planning & Wealth Management • Increased your chances of getting employed at Wealth Management, Financial Planning  Firm, Banks , Mutual Fund • Improves career progression as most banks become universal banks and expect you to have knowledge of mutual funds, insurance, taxation besides core banking products • Boost your own advisory services since CFP communicates credibility and knowledge https://ccbstcollege.com/program/financial-planner/

4. Career Options • As more and more people are shifting from traditional asset classes like real estate & Gold to asset classes like equities and fixed income. • Financial planning as a need is increasing among the middle-income group, which provides a huge demand for financial planners. https://ccbstcollege.com/program/financial-planner/

5. Course Structure Modules of CFPCM • Introduction To Financial Planning • Risk Analysis & Insurance Planning • Retirement Planning & Employee Benefits • Investment Planning • Tax Planning & Estate Planning • Advanced Financial Planning https://ccbstcollege.com/program/financial-planner/

6. Certified Financial Planner Course Outline • Microsoft: Word, Excel, Outlook • Personal Financial Services Advice (PFSA) • Financial Planning I(FP-I) • Financial Planning II (FP-II) • Applied Financial Planning (AFP) • Business and English Communication • Office Procedures • Interpersonal Business Skills • Customer Service https://ccbstcollege.com/program/financial-planner/

7. Certified Financial Planner Course Outcomes Upon successful completion of Financial Planner Course student will be able to: • Assist Financial Planners, Personal Banking Officers, Investment Brokers and Advisors • Develop personal financial plans for clients covering cash management and finances • Analyze clients financial records and prepare financial plans • Assist clients in making wise and profitable financial choices and set financial goals • Assist in arranging sales of financial products and investments (depending on license) • Monitor client portfolio to ensure quality and profitability • Review and change the financial plans based on the clients situation https://ccbstcollege.com/program/financial-planner/

8. Course Career Opportunity • Our Financial Planner Diploma program provides a solid foundation for a career in financial planning. • Students will receive hands-on training to gain skills to determine a client’s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals. • In this program, you will cover the fundamentals of Financial Planning and related planning topics including income tax, retirement planning, strategic investment, risk management and estate. https://ccbstcollege.com/program/financial-planner/

9. Thank You Canadian College of Business Science and Technology(CCBST), a name synonymous with quality education in the Greater Toronto Area was founded in 2005.Serving students from over 30 countries and growing, the college is a multicultural hub to reckon with. Brampton: 416-907-7908 Scarborough: 416-907-4733 North York: 416-800-8833 Mississauga: 416-800-1822 https://ccbstcollege.com/program/financial-planner/