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.
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.
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.