The CFP® Certification Education Program is designed to help professionals in financial services industry learn the fundamentals of building a comprehensive financial plan. This program is the first step towards CFP® certification with the Financial Planning Standards Council (FPSC).
There is an increasing demand for qualified professional financial planners. The financial needs and objectives of individuals are complex and are best met by applying expertise in areas such as investment strategies, retirement planning, estate planning, insurance and taxation. This program fulfils the educational requirements for the CFP Certification and teaches financial planners how to best assist their clients while adhering to high ethical standards.
This program is offered in partnership with Advocis and is an FPSC-accredited Core Curriculum program delivered in various formats to accommodate the schedule of working professionals. Our Faculty is made up of CERTIFIED FINANCIAL PLANNER® professionals who are active practitioners with the knowledge and experience to guide you through the each of the four Core Curriculum courses.
Path to CFP® Certification
There are three routes to CFP certification and FPSC Level 1 Certification in Financial Planning. All candidates must follow the Standard Route (outlined in the presentation below) unless they hold relevant financial planning qualifications or other relevant professional qualifications that make them eligible for exemptions.
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All information provided by the FPSC – Be a Planner.
CFP® certification is the most widely recognized financial planning designation in Canada and is considered the standard for the profession, representing the highest level of competence, ethics and practice. Along with providing clients peace of mind, there are compensation benefits to certification: CFP® professionals often earn more than those who are not certified, and 65% earn more than $100,000 per year.
The CFP® Certification Education Program at Ashton College is offered in partnership with Advocis and is an FPSC-accredited Core Curriculum program.
Program Formats and Duration
- In-class: delivered from our Vancouver campus.
- Online: uses Adobe Connect and Google Apps to deliver interactive learning through live webinar sessions.
- In-class: 21 hours per course; one evening per week, 6:00pm-9:00pm.
- Online: 21 hours per course; 90-minute webinars every week.
- 231 (Financial Planning Fundamentals): March 7, 2017 – April 18, 2017 (Tuesdays)
- 232 (Contemporary Practices in Financial Planning): Start dates coming soon. Please contact us to be added to the wait list.
- 233 (Comprehensive Practices in Risk and Retirement Planning): March 29, 2017 – May 10, 2017 (Wednesdays)
- 234 (Wealth Management and Estate Planning): Start dates coming soon. Please contact us to be added to the wait list.
- 231 (Financial Planning Fundamentals): Start dates coming soon. Please contact us to be added to the wait list.
- 232 (Contemporary Practices in Financial Planning): April 11, 2017 – May 25, 2017
- 233 (Comprehensive Practices in Risk and Retirement Planning): May 30, 2017 – July 13, 2017
- 234 (Wealth Management and Estate Planning): July 18, 2017 – August 31, 2017
Course 231: Financial Planning Fundamentals
This course introduces the fundamental importance of financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The basic concepts of contracting and family law are covered, followed by an analysis of government-sponsored benefit programs.
- M1 Time Value of Money Fundamentals
- M2 Financial Statements & Analysis
- M3 Legal – Fundamentals & Family Law
- M4 Government – Sponsored Benefit Programs
Course 232: Contemporary Practices in Financial Planning
This course introduces students to basic income tax laws and moves into a more advanced understanding, as it relates to areas of financial planning. This course provides a review of the professional and ethical responsibilities associated with the role of a financial planner and gives an understanding of the structures and services within the financial industry. Different forms of business structures and trusts will be explored in depth.
- M5 Taxation – Level I
- M6 Taxation – Level II
- M7 Organizational Structures
- M8 Professional Standards & Financial Industry
Course 233: Comprehensive Practices in Risk & Retirement Planning
This course is designed to provide students with a comprehensive understanding of the principles and applications related to the concepts of managing risk and retirement planning. Students will learn about products, issues and practices in the areas of insurance and retirement. Included is an exploration of the risk management and retirement planning processes, moving through the wealth accumulation phase into retirement.
- M9 Risk Management – Fundamentals, Health, and Property & Casualty
- M10 Life Insurance and Living Benefits
- M11 Registered Pension Plans
- M12 Registered Retirement Savings Plans
- M13 Retirement Income
- M14 Retirement Planning
Course 234: Wealth Management and Estate Planning
Students will review the basics of economics and investing along with gaining an understanding of investment products. Investment planning and key areas of personal financial management are explored. The course concludes with estate planning fundamentals, concepts, and applications.
- M15 Economics & Investment – Fundamentals
- M16 Investment – Products
- M17 Investment Planning
- M18 Financial Management
- M19 Estate Planning
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.
Ashton College uses Adobe Connect and Google Apps for Education to provide a set of software tools designed to help instructors and students connect and collaborate online.
- Students should have a webcam and headset, or a microphone and headphones to participate in webinars. High-speed internet access is also required. To view the full technical requirements for Adobe Connect, please click here.
- Make sure to run a test to ensure your device will run Adobe Connect.
- Students should have regular access to a computer, laptop or smartphone to access all class materials.
Users will have the option to install the Adobe Connect add-in which is not required to join a meeting as a host, presenter or participant. It is needed to support screen sharing and PowerPoint (PPTX format) file sharing. Having the add-in will result in the meetings opening in a larger pop-out window rather than within a browser tab. The latest version can be installed on the Adobe Connect Downloads and Updates site.
Students can also access the webinars through their mobile or tablet device by downloading the Adobe Connect mobile app. To see a list of frequently asked questions with answers and detailed walkthrough guides, please click here.
The registration fee for these courses is $450 per course.