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Financial Planning II (FP II) will provide you with advanced knowledge of key financial planning strategies. Building on the techniques learned in Personal Financial Services Advice (PFSA) and Financial Planning I (FP I), students will refine their skills, enabling them to anticipate the evolving needs of a complex and sophisticated clientele.

FP II builds on the practical knowledge base of a financial planner learned in FP I. You will apply financial planning concepts and knowledge to determine the appropriate strategy for clients based on collecting and analyzing client information. By integrating information across the financial planning spectrum, you will be able to advise clients on the financial impact of material changes in their life (life events) that could affect their financial future.

What skills will you develop?

  • Explain the importance of the six steps in the financial planning process to clients
  • Identify clients’ financial goals and constraints to develop and customize their financial plan
  • Develop a savings plan emphasizing the importance of outlining net worth, cash flow, and saving strategies
  • Analyze legal considerations related to property ownership
  • Demonstrate the importance of asset allocation and risk management when recommending investment solutions for clients
  • Estimate retirement income needs and determine if those needs can be met with the clients’ available resources
  • Explain the benefits of estate planning techniques to individuals, families and small business owners.
  • Explain the potential impact of life events, such as divorce (Family Law), on the estate planning process
  • Develop a financial planning strategy to meet the clients’ needs and objectives

You may be eligible to earn the Certificate in Advanced Financial Advice by completing the FP II. This course also brings you one step closer to achieving the Personal Financial Planner (PFP®) designation.

Who should enrol?

You should enroll in FP II if you have experience in the financial services field and are looking to further advance your career in financial planning by pursuing the new Personal Financial Planner (PFP®) designation. You have likely completed the Certificate in Financial Services Advice and want to offer more comprehensive advice to clients.

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