Certified Financial 

Planner Certification

Live Online Demo Class


Schedule

September 24, 2020 (3:30-5pm) PT

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Registration Closed

Register for QAFP™ and  CFP® CertificationsInteractive Live Online Demo Class offered by Ashton College.

During the Demo Class you will have a chance to experience the benefits of our unique online learning style and really immerse yourself in the subject and relevant course.

Meet with Instructor:

Ji Ma

Ji brings over twelve years of experience in the financial services and asset management industries to his role as CEO of UBX ABC LLC, a quantitative assets management firm operating in the USA, Cayman Islands, and Canada.

Ji started his career by working at management positions at various financial services and brokerage institutions. In 2013, Ji was handpicked to found and lead Manulife’s new high-networth division, Manulife Private Wealth, in Vancouver. In 2016, Ji was headhunted by Sun Life, the largest asset management firm by AUM in Canada, to oversee regional sales as Wealth Sales
Director and lead the newly formed Asian Strategy Team in Western Canada. J

Ji has been well known in the Vancouver financial services circle to be an innovative leader specialized in building start-up operations. He has serviced more than one thousand investment
advisors and financial services professionals in his career so far.

Ji is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Investment Manager. He holds a Master of Business Administration degree from Queen’s University.

Live Interactive Demo Class On Zoom:
All the registered participants will get an invitation and link to join the Class through email.

The Financial Planner Certification CFP® at Ashton College is offered in partnership with Advocis and is an FP Canada-accredited Core Curriculum program. The Core Curriculum is the mandatory education to achieve either the QAFP™ or first step towards CFP®, while the Advanced Curriculum is the mandatory education (in addition to Core Curriculum) to achieve CFP®.

This is an actual class, and to get the best experience out of it, you will need to participate in class.
Please have your camera and microphone on (mute the mic while instructor is talking, and unmute it when you need to ask question or when instructor asks you a question).
 
Attend Ashton College Financial Planner Certification CFP® Demo Class to:
·        Meet our instructor
·        Mingle with future peers
·        Experience our live online learning style


For all the upcoming dates for Certified Financial Planner Course visit: 
https://www.ashtoncollege.ca/programs/certified-financial-planner-cfp/