Continuing Education

QAFP™ and CFP® Certifications

Live Online Info Session

Schedule

June 14th, 2020

2:00 pm - 3:00 pm PST

 Copyright © 2020  Ashton College. All rights reserved.

Registration is now CLOSED

Join us for a Live Online Info Session with instructor Derrick Mo, who will answer all of your questions live. Ashton College staff will also be available to advise and answer your questions about admissions and other general questions about the course.

The Certified Financial Planner (CFP®) courses are designed to help professionals in the financial services industry learn the fundamentals of building a comprehensive financial plan. These are the first step towards attaining CFP® designation with FP Canada (formerly the Financial Planning Standards Council). 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.

We look forward to connecting with you online! To learn more about the courses:

www.ashtoncollege.ca/programs/certified-financial-planner-cfp/

Meet the 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. Derrick is passionate in teaching and has provided numerous lecture series and speeches in financial and investment related topics. Derrick is an active contributor to the wealth and asset management community and has been serving as a mentor at a CFA Society’s Mentorship program since 2017. Derrick also participated in the CFP exam review session where he provided his feedback on CFP exam questions to FP Canada and served as a curriculum reviewing member and a CFA Level 3 exam grader at CFA Institute. Last but not the least, Derrick loves reading, playing chess and piano in his spare time.


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