Certified Financial 

Planner Course

Live Online Info Session


Schedule

August 20, 2020 (4-5pm) PT

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Register for the session

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Join us Live Online with Jeff McCartney, Certified Financial Planner Course instructor, who will answer your questions live. Ashton College staff will also be available to advise and answer your questions about admissions and other general questions about Certified Financial Planner Course.

The CFP® Certification Education Program is designed to help professionals in the financial services industry learn the fundamentals of building a comprehensive financial plan. This program is the first step towards CFP® designation with the FP Canada (formerly Financial Planning Standards Council).

    Meet with Instructor:

    Derrick Mo


Derrick Mo has extensive knowledge in the financial services industry and practiced in various banking, financial planning, and investment management capacities. Derrick holds several industry certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative Investment Analyst (CAIA), and Accredited Financial Modeller (AFM) and  completed many professional business programs such as accounting, business analysis, project management, and etc. Derrick holds a Master of Business Administration (MBA) degree from Rotman School of Management at the University of Toronto with double majors in Financial Engineering and Risk Management and Investment Banking and is studying part-time towards his second master degree in computer science at the University of Pennsylvania. 

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

QAFP certification will indicate that the student has demonstrated the knowledge, skills, experience and professionalism required to provide holistic financial planning strategies and solutions for clients with less complex planning needs.

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