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Fundamentals of Financial Planning

 

CSI’s Fundamentals of Financial Planning (FOFP) course is ideal for savvy investment professionals who want to specialize further, and expand and maintain their client base. Students will gain a solid foundation in financial planning and a wide range of essential skills including: the intricacies of retirement and estate planning, the principles of ethics and wealth management, and the rigors of tax and personal risk management. Other skills to be gained involve developing more comprehensive budgets and savings plans, and an improved knowledge of family law.

Benefits

Course work will help students improve their needs assessment of clients, and develop more effective relationship and financial plans. Upon completion of the course students will:

  • Demonstrate a greater understanding of current trends in wealth management
  • Develop a better understanding of fiduciary duty, trust, agency and code of ethics
  • Develop an enhanced understanding net worth and cash management planning
  • Discern the importance of tax planning and how it affects clients' current and future lifestyles
  • Discern the importance of retirement planning and estate planning in the wealth transfer

Who should enrol?

Individuals who have completed the Canadian Securities Course and Investment Management Techniques Course and aspire to earn the Certificate in Advanced Investment Advice.

Individuals at securities firms and investment management firms who wish to gain a fundamental knowledge of financial planning to complement their investment management knowledge.

Get on the path to earning the Certificate in Advanced Investment Advice

Individuals who have completed the Canadian Securities Course and Investment Management Techniques Course and aspire to earn the Certificate in Advanced Investment Advice.

Route to earning the Certificate in Advanced Investment Advice

CAIA Path wme CIM CIWM CAIA

 

Route to earning the Certificate in Advanced Mutual Funds Advice

CMFA Path IFC FOFP BMAP CFCCSC CFP PFP LLQP Examination Investment Funds in Canada (IFC) Certificate in Advanced Mutual Funds Advice