CFP® Certification Education Program Capstone Course

The CFP® Certification Education Program Capstone Course is designed for students intending to complete the requirements for the CFP® certification.

The Capstone course builds on the foundation of technical knowledge and skills which have been acquired from the first four core curriculum courses of the CFP® Certification Education Program. The Capstone course focuses on the financial planning practices, professional skills and integration of all planning components. Upon successful completion of the Capstone course, students can apply to the Financial Planning Standards Council to write the Financial Planning Exam 2.

Prerequisite: FPSC Level 1™ certification

Partners

The CFP® Certification Education Program Capstone Course at Ashton College is offered in partnership with Advocis and is an FPSC-accredited Capstone course.

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Admission Requirements

Applicants must be:

  1. High school graduates or 19 years or older at the start of the applicant’s program or course; and
  2. Proficient in English (please see policy 1002)

For more details, please see related Admissions Policy.

Course Formats and Duration

Format

This course is offered in-class from our Vancouver campus.

Duration

27 hours.

Upcoming Dates

Vancouver

Start dates coming soon. Please contact us to be added to the wait list.

Topics

Prerequisite: FPSC Level 1™ certification

  • M20: Fundamental Financial Planning Practices
  • M21: Taxation Planning
  • M22: Risk Management and Insurance
  • M23: Asset Management
  • M24: Retirement Planning
  • M25: Estate Planning and Law
  • M26: Financial Management
  • M27: CFP Certification and Examination Review
  • M28: FPSC Financial Plan and Case Studies

Technical Requirements

All Students

Please note the FPSC Approved Calculator Policy. The approved calculator models are:

  • Cassio (FC-200V)
  • Hewlett Packard (HP10B / HP10BII / HP10bII+ / HP10BLL (or 11) + financial calculator)
  • Sharp (EL-733 A / EL-738-C (packaging notes the model name as EL-738C) / EL-738FC / EL-738S / EL-738F)
  • Texas Instruments (TI BAII / TI BAII+ / TI BA II Plus Professional / TI30 XA)

Please visit the FPSC website for more details about the FPSC Approved Calculator Policy.

Fees

The registration fee for this course is $1,180.