CFP® Certification Education Program Capstone Course

Vancouver (604) 899-0803 / admissions@ashtoncollege.ca Send Inquiry / Apply

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 Course Formats and Duration Upcoming Dates Topics Technical Requirements Fees

Applicants must be:

  1. High school graduates and 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.

Format

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

Duration

27 hours.

Vancouver

January 20, 2018 – March 17, 2018

  • Classes are held on January 20, February 3, February 24 (09:00am – 5:00pm), March 17 (09:00am – 4:00pm).

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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

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.

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