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Financial Planning Fundamentals (LCI25PD12E)


Description
Financial Planning Fundamentals equips Canadian financial professionals with essential skills in budgeting, education planning, disability planning, asset management, retirement planning, pensions, insurance, segregated funds, family law, estate management, and taxes. Gain practical tools and insights to confidently guide clients toward their financial planning goals.

12 CIRO (IIROC) Professional Development 26-0447P
12 CIRO (MFDA) Professional Development 1000009188
12 Financial Services Regulatory Authority of Ontario: Life or A and S
12 Alberta Accreditation Committee: Life (70834)
12 Insurance Council of British Columbia: Life or A and S
12 Insurance Councils of Saskatchewan: Life or A and S
12 Insurance Council of Manitoba: Life or A and S (45896)
12 CSF: PDU General Subject (CSF24-12-63851)
12 FP Canada: Financial Planning (17206)
12 CIM/PFP Professional Development
12 CFA: Professional Learning (PL)
12 CPA: Continuing Professional Development CPD
12 Advocis Structured Learning (IAS24247912)
12 IPF IQPF25-02-0028-G

CE Credits: 12 MFDA CE Activity Cod...: 1000009188 IIROC: 12 CIRO (IIROC) Professional Development... MFDA: 12 CIRO (MFDA) Professional Development ... FSRA: 12 Financial Services Regulatory Authori... AIC: 12 Alberta Accreditation Committee: Life... ICBC: 12 Insurance Council of British Columbia... ICS: 12 Insurance Councils of Saskatchewan: L... ICM: 12 Insurance Council of Manitoba: Life o... CSF: 12 CSF: PDU General Subject (CSF24-12-63... CFP / QAFP: 12 FP Canada: Financial Planning (17206) CIM / PFP: 12 CIM/PFP Professional Development CFA: 12 CFA: Professional Learning (PL) CPA: 12 CPA: Continuing Professional Developm... Advocis: 12 Advocis Structured Learning (IAS24247... IQPF: 12 IPF IQPF25-02-0028-G

Content
  • 1. Budgeting
  • Budgeting
  • Budgeting Assessment
  • 2. Education Planning
  • Education Planning
  • Education Planning Assessment
  • 3. Disability Planning
  • Disability Planning
  • Disability Planning Assessment
  • 4. Asset Management
  • Asset Management
  • Asset Management Assessment
  • 5. Retirement Planning
  • Retirement Planning
  • Retirement Planning Assessment
  • 6. Pensions
  • Pensions
  • Pensions Assessment
  • 7. Life Insurance
  • Life Insurance
  • Life Insurance Assessment
  • 8. Disabilities and Critical Illness
  • Disabilities and Critical Illness
  • Disabilities and Critical Illness Assessment
  • 9. Seg Funds and Annuities
  • Segregated Funds and Annuities
  • Seg Funds and Annuities Assessment
  • 10. Family Law
  • Family Law
  • Family Law Assessment
  • 11. Estate Planning
  • Estate Planning
  • Estate Planning Assessment
  • 12. Tax Planning
  • Tax Planning
  • Tax Planning Assessment
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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