- Program Code
- Collège Boréal Certificate of Achievement
Completion of the CIFP CFP® Certification Program is a critical first step on the path to obtaining the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. This Program provides individuals with the necessary knowledge and practical skills to begin a career in this growing profession. The CIFP CFP Certification Program consists of four core courses (i.e. Retirement Planning Part 1, Retirement Planning Part 2, Risk Management and Investment Planning, Income Tax Planning) and the Program Review and Evaluation Course which includes a final Program Examination.
Upon completion of the CIFP CFP Certification Program, students will have completed an FPSC-approved core curriculum program and will become eligible to write the first (of two) CFP examinations [i.e. Financial Planning Examination Level 1 administered by Financial Planning Standards Council (FPSC).
Program offered in French
Ontario Secondary School Diploma or its equivalent from another province, or mature student status (age 19 or over).
- Training Mode
- Barrie, Hamilton, Hearst, Kapuskasing, London, Nipissing, Sudbury, Témiskaming, Timmins, Toronto, Windsor
Planification de la retraite – Partie 1
This course provides a detailed look at how clients plan for retirement, how they use their financial assets during retirement, and how they make financial decisions related to retirement.
Planification de la retraite – Partie 2
This course introduces the estate planning process and the many considerations and strategies involved in developing an estate plan. The course reviews estate planning tools including property interest, family law, intestacy, probate, wills, powers of attorney, taxation upon death, trust and estate freezes.
This course will provide you with the knowledge and judgment to guide your clients in managing their business and investment assets. This requires an understanding of the economic issues, business activities, investment products, their tax implications, and numerous management strategies.
Gestion des risques et la planification des investissements
This course will provide you with a detailed look at the many issues involved in risk management and the many investment products that individuals use to achieve their wealth accumulation objectives. This requires you to acquire the knowledge, judgement and expertise to understand the risk management processes, the various insurance products, their income tax implications and the numerous strategies for their use. It also presents the framework of strategic investment planning, which provides you, the personal financial planner, with a method to design or evaluate a client’s investment portfolio.
- Available Course
- Unavailable Course