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CERTIFIED FINANCIAL PLANNER CERTIFICATION, QAFP™ AND CFP® (LIVE ONLINE)

 * Ashton College
 * Continuing Education
 * Financial Services
 * Certified Financial Planner Certification, QAFP™ and CFP® (Live Online)


 * FORMATS:
   
   Live Online

Start Date

LIVE ONLINE

Part Time:

Please refer to the dates section

Register Today



 * For more details click here
 * Request Info


Expand more filter
 * Course Descriptions
 * Dates
 * Fees
 * Technical Requirements



FAQs

Request Info


OVERVIEW


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).

PARTNERS

The CFP® Certified Financial Planner courses at Ashton College are offered in
partnership with Advocis. These courses are also an FP Canada-accredited Core
and advanced Curriculum. The Core Curriculum is mandatory education for those
looking to achieve the QAFP designation or take their first step towards
achieving their CFP designation. , After completing the Core Curriculum, CFP
candidates must then complete the Advanced Curriculum to get their designation.




PATHS TO CFP CERTIFICATION

If you’re interested in applying for the QAFP or CFP certifications, but already
have relevant financial or equivalent professional qualifications, you may be
able to pursue a faster path to certification. Learn More

If you hold relevant designations or licences, you may be exempted from taking
some of the components of FP Canada’s Core Curriculum and Advanced Curriculum.
Learn More


FP CANADA CERTIFICATIONS

QAFP™ CERTIFICATION

QAFP™ certification demonstrates a financial planner’s competence and commitment
to the highest ethical standards of responsibility. QAFP professionals have
demonstrated the knowledge, skills, experience and ethics required to provide
holistic financial planning strategies and solutions for average Canadians with
typical financial planning needs.

The QAFP designation presents a certification option for financial planners
wishing to serve a broad market, or for those wishing to gain recognition for
their qualifications and professionalism along the path to CFP® certification.
QAFP professionals enable a broad population of Canadians to access the
professional financial planning advice they need. They play an important role in
helping their clients begin the journey to living life with confidence.

To obtain the QAFP designation, candidates must complete a rigorous education
program, pass a national exam and demonstrate one year of qualifying work
experience. To maintain certification, QAFP professionals must keep their
knowledge and skills current by completing 12 hours of continuing education each
year. They must also adhere to FP Canada Standards Council™ Standards of
Professional Responsibility, including a Code of Ethics which mandates that QAFP
professionals place their clients’ interests first. The Standards Council
vigilantly enforces these standards.





CFP® CERTIFICATION

The Certified Financial Planner® designation is the most widely recognized
financial planning designation in Canada and worldwide, A CFP designation
assures Canadians that the design of their financial future rests with a
professional who will put their clients’ interests ahead of their own.

There are approximately 17,000 CFP professionals across Canada, part of an
international network of more than 175,000 CFP professionals around the world.

CFP certification is considered the worldwide standard for the financial
planning profession. CFP professionals have demonstrated the knowledge, skills,
experience and ethics to examine their clients’ entire financial picture, at the
highest level of complexity required of the profession, and work with their
clients to build a financial plan so that they can “Live Life Confidently™.”

To obtain the CFP designation, candidates must complete a rigorous education
program, pass a national exam and demonstrate three years of qualifying work
experience. To maintain certification, CFP professionals must keep their
knowledge and skills current by completing 25 hours of continuing education each
year. They must also adhere to the FP Canada Standards Council™ Standards of
Professional Responsibility, including a Code of Ethics which mandates that CFP
professionals place their clients’ interests first. The Standards Council
vigilantly enforces these standards.



Learn more about the paths to CFP Certification.


COURSE DESCRIPTIONS


CFP 01: FINANCIAL PLANNING PROFESSION AND FINANCIAL SERVICES INDUSTRY REGULATION
(21 HOURS)

This course introduces the fundamental knowledge required by candidates to
articulate their professional responsibilities as financial planning
professionals. The module is designed to provide candidates with a detailed
understanding of the financial services industry, including the role of
regulatory and oversight bodies in the areas of insurance and securities and
mutual funds. It also explores the concepts and principles of consumer
protection from financial institutions and financial services professionals.

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 02: FINANCIAL ANALYSIS (21 HOURS)

This course explores the fundamentals of the time value of money and financial
statements for individuals and businesses, as required by candidates in their
role as financial planners. It provides candidates with the knowledge they need
to clearly document, analyze, project and present financial information as it
relates to the goals, needs, and priorities of individuals and businesses. The
module exposes candidates to key topics such as how to make financial
projections to determine whether goals are achievable and how to evaluate the
impact individuals’ and businesses’ current and projected cash flow may have on
their ability to meet financial goals.

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 03: CREDITS AND DEBITS (30 HOURS)

This course introduces the fundamental knowledge required by candidates to
articulate their professional responsibilities as financial planning
professionals. This module introduces key knowledge financial planners require
to determine the appropriate credit facilities that will help individuals
achieve their objectives. The module explores methods for repaying debt — in
particular, how various strategic changes affect cash flow, amortization, debt
levels and a client’s ability to achieve goals. The module further discusses how
to assess the creditworthiness of an individual in support of recommending
effective credit and debt solutions to clients. The module also addresses
appropriate strategies and options to help financial planners assist insolvent
and delinquent debtors.

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 04: REGISTERED RETIREMENT PLANS (39 HOURS)

This course explores the fundamentals of registered retirement savings and
income plans. It provides candidates with the knowledge they need to evaluate
and recommend tax-efficient wealth accumulation and decumulation strategies that
will aid individuals in reaching their retirement
goals.

Students who have previously taken FP243 Retirement Income Planning will have
earned equivalency for this module.


CFP 05: GOVERNMENT BENEFIT PLANS (21 HOURS)

This course explores how Financial Services professionals are expected to
possess detailed knowledge related to the eligibility for benefits available, as
well as factors to consider in evaluating decisions to apply for and commence
benefits available to individuals through Canada’s government benefit programs
(including the Canada Pension Plan, Old Age Security, Employment Insurance and
the Canada Child Benefit).

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 06: REGISTERED EDUCATION & DISABILITY PLANS (9 HOURS)

This course explores the fundamentals of Registered Education Savings Plans
(RESP) and Registered Disability Savings Plans (RDSP). It provides candidates
with the knowledge to evaluate and recommend optimal strategies to achieve
education-related goals and goals for individuals with a disability.

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 07: ECONOMICS (15 HOURS)

This course explores the fundamentals of economics as they relate to the
knowledge required by candidates in their role as financial planners. It is
designed to provide candidates with a detailed understanding of the Canadian
economy.

Students who have previously taken FP241 Financial Planning Foundations will
have earned equivalency for this module.


CFP 08: INVESTMENTS (36 HOURS)

This course explores the fundamentals to creating an appropriate asset
allocation for an individual given their investment objectives and constraints
(including return expectations and willingness, capacity and need for risk) and
evaluating investments that are suitable for the individual. It is designed to
provide candidates with a detailed understanding of the topic and enable them to
interpret the return and risk of an individual’s investment portfolio, as well
as help an individual make sense of their investment statements, including the
impact that changing investment values may have on achieving their goals.

Students who have previously taken FP242 Taxation & Investment Planning, will
have earned equivalency for this module.


CFP 09: TAXATION (36 HOURS)

This course introduces the fundamental knowledge required by candidates to
articulate their professional responsibilities as financial planning
professionals. This module addresses the key knowledge candidates require to
understand and interpret an individual’s tax profile, including being able to
explain and identify the income tax rules, as well as the implications for
various types of income. The module also explores tax deductions and credits, as
well as the benefits of engaging in income splitting.


CFP 10: LAW (12 HOURS)

This course explores the fundamentals of the Canadian legal system and will
provide financial planners with a good understanding of the constitutional
division of powers, as well as the main legal rules that apply to the delivery
of financial services. The module further examines the concepts of property
rights, wills and powers of attorney. It evaluates the different types of
business ownership structures with respect to their characteristics, benefits
and drawbacks. The module also provides candidates with an in-depth knowledge of
the fundamentals of estate planning.

Students who have previously taken FP244 Financial Planning Foundations will
have earned equivalency for this module.


CFP 11: INSURANCE (15 HOURS)

This course explores the fundamentals of property and casualty insurance
products, government and private health care insurance plans and creditor
insurance. It provides candidates with the knowledge to estimate the life and
disability insurance needs for an individual, as well as understanding the
importance of the common contractual terms contained within life and disability
insurance policies.

Students who have previously taken FP244 Financial Planning Foundations will
have earned equivalency for this module.


CFP 12: HUMAN BEHAVIOUR (21 HOURS)

This course explores the fundamentals of human behaviour — in particular, how
the brain works as it relates to decision-making. It provides candidates with a
detailed understanding of values, heuristics, emotions and disorders related to
money that may affect the decision-making process. Knowing how to influence
human behaviour is essential to helping clients benefit from financial planning.


CFP 13:ADVOCIS ADVANCED CURRICULUM(39 HOURS)

This course builds on the knowledge presented in the 12 modules that make up the
Advocis Core Curriculum Program for QAFP and CFP Certification. The purpose of
this course is to present the content and material required for the advanced
knowledge topics found in the FP Canada Body of Knowledge.

 


DATES

LIVE ONLINE

Part Time:

 * CFP 01: January 18, 2022 – March 1, 2022
   * Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
 * CFP 02: January 20, 2022 – March 03, 2022
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 03: February 01, 2022 –  April 05, 2022
   * Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
 * CFP 04: February 08, 2022 – May 03, 2022
   * Webinars will be held on Wednesdays from 4:00 to 7:00 pm PST
 * CFP 05: March 3, 2022 – April 14, 2022
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 06: September 21, 2021 – October 05, 2021
   * Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
 * CFP 07: April 14, 2022 – May 12, 2022
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 08: November 18, 2021 – February 10, 2022
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 09: October 12, 2021 – January 04, 2022
   * Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
 * CFP 10: May 26, 2022 – June 16, 2022
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 12: October 14, 2021 – December 02, 2021
   * Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
 * CFP 13: Coming in 2022


FEES

The registration fee for each course is as follows:

 * CFP 01: $425
 * CFP 02: $425
 * CFP 03: $600
 * CFP 04: $780
 * CFP 05: $425
 * CFP 06: $180
 * CFP 07: $300
 * CFP 08: $720
 * CFP 09: $720
 * CFP 10: $240
 * CFP 11: $300
 * CFP 12: $425
 * CFP 13: $995


TECHNICAL REQUIREMENTS

Live Online Students

Ashton College uses web conferencing tools for conducting online classes and
online learning management systems for managing resources, assignments, and
grades. These tools help instructors and students connect live online as well as
asynchronously. The basic requirements for online learning include a computer,
webcam, speakers, and a microphone or a headset and headphones, along with a
reliable internet connection. Though online learning can be pursued using
smartphones and tablets, the use of laptops or desktop computers is encouraged
for an enhanced learning experience.




These courses do not require approval by the Private Training Institutions
Branch of the Ministry of Advanced Education and Skills Training. As such, they
were not reviewed.

 

 



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CANADA
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