The CFP® Certification Education Program is the first step towards CFP® certification with the Financial Planning Standards Council (FPSC).
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
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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.
Applicants must be:
- High school graduates or 19 years or older at the start of the
applicant’s program or course; and
- Proficient in English (please see policy 1002).
Program Formats and Duration
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.
In-class: 21 hours per course, one evening per week from 6pm – 9pm.
Online: 21 hours per course
- 231 (Financial Planning Fundamentals): Start dates coming soon.
- 232 (Contemporary Practices in Financial Planning): Start dates coming soon.
- 233 (Comprehensive Practices in Risk and Retirement Planning): March 8, 2017 – April 19, 2017
- 234 (Wealth Management and Estate Planning): May 3, 2017 – June 14, 2017
- CFP (231-234): February 21, 2017 – August 31, 2017
- 231 (Financial Planning Fundamentals): February 21, 2017 – April 6, 2017
- 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
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 app. To 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 smartphone to access all class materials.
FPSC Approved Calculator Policy
The approved calculator models are:
HP10B / HP10BII / HP10bII+ / HP10BLL (or 11) + financial calculator
EL-733 A / EL-738-C (packaging notes the model name as EL-738C) / EL-738FC / EL-738S / EL-738F.
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 these courses is $450 per course.
More information on fees can be seen on our Fees webpage: