CFP® Certification Education Program

The CFP® Certification Education Program is the first step towards CFP® certification with the Financial Planning Standards Council (FPSC).

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The CFP® Certification Education Program at Ashton College is offered in partnership with Advocis and is an FPSC-accredited Core Curriculum program offered in various formats to accommodate the schedule of working professionals.

Our Faculty is made up of CERTIFIED FINANCIAL PLANNER® professionals who are practitioners with the knowledge and experience to guide you through the each of the four Core Curriculum courses.

Path to CFP® Certification

Mobile users, please click here to view, or full-screen the presentation below.

All information provided by the FPSC – Be a Planner.

The Standard

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.

Partners

The CFP® Certification Education Program at Ashton College is offered in partnership with Advocis and is an FPSC-accredited Core Curriculum program.

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Program Formats and Duration

Format

This program is offered both in-class and online. The in-class format is delivered from our Vancouver campus. The online format uses Adobe Connect and Google Apps to deliver interactive learning through live webinar sessions.

Duration

In-class: 21 hours per course

Online: 21 hours per course

Upcoming Dates

Vancouver

231 – Financial Planning Fundamentals
October 12, 2016 – November 23, 2016

232 – Contemporary Practices in Financial Planning
December 7, 2016 – January 25, 2017

233 – Comprehensive Practices in Risk & Retirement Planning
February 8, 2017 – March 22, 2017


April 5, 2017 – May 17, 2017

Online


October 18, 2016 – December 1, 2016


December 6, 2016 – February 2, 2017

Course Descriptions

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.

Topics:

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.

Topics:

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.

Topics:

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.

Topics:

M15 Economics & Investment – Fundamentals

M16 Investment – Products

M17 Investment Planning

M18 Financial Management

M19 Estate Planning

Technical Requirements

Those enrolling in online program formats should note:

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.

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 appTo see a list of frequently asked questions with answers and detailed walkthrough guides, 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 smart phone to access all class materials.

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 these courses is $450 per course.

More information on fees can be seen on our Fees webpage:

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