CFP® Certification Education Program

  • Formats:

    (In-Class)

  • Duration:

    CFP-241: 24 hours

    CFP-242: 30 hours

    CFP-243: 24 hours

    CFP-244: 24 hours

  • Registration Fee:

    CFP 241: $450* (per course)

    CFP 242: $495* (per course)

    CFP 243: $450* (per course)

    CFP 244: $450* (per course)

Start Date

Vancouver

CFP 242 (Taxation and Investment Planning): October 22, 2019 – January 7, 2020

CFP 243 (Retirement Income Planning): January 21, 2020 – March 10, 2020

CFP 244 (Insurance and Estate Planning): September 25, 2019 – November 13, 2019

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Program Overview

Changes are being made to the CFP Certification Program Requirements. Please visit the FP Canada website for more information.

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).

Partners

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

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Course Descriptions

CFP 241: Financial Planning Foundations

This course introduces the fundamentals of personal financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of personal financial statements. In addition, the course includes an analysis of government-sponsored programs, such as Registered Education Savings Plans and Tax-Free Savings Accounts. This course concludes with a discussion on the fundamentals of economics and investing as they relate to key areas of financial planning.

Topics:

  • M1: The Financial Services Industry and Planning Fundamentals;
  • M2: Financial Statements and Budgeting;
  • M3: Government Benefits and Programs;
  • M4: Time Value of Money;
  • M5: Economics and Investment Fundamentals.

CFP 242: Taxation and Investment Planning

This course begins with an introduction to basic income tax laws, followed by a more advanced study of tax planning in the context of both personal and business situations. Students will gain an in-depth knowledge of various business structures and will evaluate those structures from a legal, tax, and financial planning perspective. Additionally, the course includes a thorough discussion of investment products, including investments in stocks, bonds, mutual funds, exchange-traded funds, and segregated funds, as well as the application of those products in various investment strategies.

Topics:

  • M6: Personal Income Tax Reporting;
  • M7: Tax Applications;
  • M8: Business and Organizational Structures;
  • M9: Investment Products;
  • M10: Investment Planning and Analysis.

CFP 243: Retirement Income Planning

This course is designed to provide students with a comprehensive understanding of the principles and applications related to retirement income planning. Students will develop an in-depth knowledge of government benefit programs, such as the Canada Pension Plan and Old Age Security, as well as employer-sponsored registered plans, such as defined benefit and defined contribution pension plans. Finally, the course provides a comprehensive analysis of Registered Retirement Savings Plans and Registered Retirement Income Funds within the context of retirement planning and establishing retirement goals and objectives.

Topics:

  • M11: Government Retirement Benefit Plans;
  • M12: Registered Pension Plans;
  • M13: Registered Retirement Savings Plans;
  • M14: Retirement Income;
  • M15: Retirement Planning.

CFP 244: Insurance and Estate Planning

This course begins with legal fundamentals and the basics of family law, including the implications of relationship breakdown, support obligations and title to the property. Risk management fundamentals are discussed in the context of life, living benefits, and property and casualty insurance. Students will gain a working knowledge of the advantages, disadvantages and income tax implications of various insurance products. The course concludes with an estate planning discussion, including the use of trusts, wills, powers of attorney, and concepts and principles related to the taxation of a deceased taxpayer.

Topics:

  • M16: Legal Fundamentals and Family Law;
  • M17: Risk Management and Insurance Fundamentals;
  • M18: Life Insurance and Living Benefits;
  • M19: Estate Planning.

Admission Requirements

Applicants must meet the following criteria:

  1. A minimum of a high school diploma, 19 years or older at the start of the applicant’s program or course; and
  2. English Language Proficiency Requirements.

For more details, please see our Admissions Policy.

Technical Requirements

All Students

Please note the FP Canada Approved Calculator Policy. The approved calculator models are:

  • Casio (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 FP Canada website for more details about the FP Canada Approved Calculator Policy.

Upcoming Dates

Vancouver

  • CFP 242 (Taxation and Investment Planning): October 22, 2019 – January 7, 2020
    • Classes will be held on Tuesdays from 6:00 pm to 9:00 pm
  • CFP 243 (Retirement Income Planning): January 21, 2020 – March 10, 2020
    • Classes will be held on Tuesdays from 6:00 pm to 9:00 pm
  • CFP 244 (Insurance and Estate Planning): September 25, 2019 – November 13, 2019
    • Classes will be held on Wednesdays from 6:00 pm to 9:00 pm

Send Inquiry / Apply

Fees

The registration fee for these courses is the following:

  • CFP 241 : $450* per course;
  • CFP 242 : $495* per course;
  • CFP 243 : $450* per course;
  • CFP 244 : $450* per course.

* Does not include the cost of all required materials and/or textbooks in the registration fee.

If you have any questions, please contact us

The Admissions department will be happy to answer questions related to our programs and courses, tuition, start dates and financial assistance.

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