Certified Financial Planner College Certificate

The Certified Financial Planner (CFP) Program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards. The CFP designation marks financial planners as qualified to practice as professionals. Upon completion of the four courses, students can register to complete the culminating exam in order to receive the CFP designation. Students pursuing the CFP designation will be required to write the CIFP comprehensive exam before writing the FP1 exam. To ensure they are sufficiently prepared for the CIFP comprehensive exam, they will be required to complete a series of online modules, free of charge, upon completion of the four courses. For further information of the CIFP visit their website at www.cipf.ca. All courses are offered through distance education/online learning.

Program Requirements:

CEA343	Strategic Investment Planning
CEA433	Retirement Planning
CEA547	Risk Management and Estate Planning
CEA656	Income Tax Planning

Term

Course Code

Course Description

Fall 2024

CEA 343

STRATEGIC INVESTMENT PLANNING

Fall 2024

CEA 433

RETIREMENT PLANNING

Fall 2024

CEA 547

RISK MGT AND ESTATE PLANNING

Fall 2024

CEA 656

INCOME TAX PLANNING

Note
Students are required to purchase membership from CIFP. Call 1-866-635-5526. Membership is approximately $130.00 and includes access to text, tests, web page materials, tools and calculator. Hard copy of text is extra. Financial calculator is required.

Every attempt is made to ensure the accuracy of information provided on our website. The college reserves the right to modify any course, program, curriculum, fee, timetable, or campus location at any time.