Financial Planner

This course prepares students for employment in the field of financial planning. Students participating in the course will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements, as well as develop a comprehensive understanding of the principles and applications related to risk management and retirement planning.

They will gain an in-depth knowledge of the processes required to work as an assistant personal financial advisor, assistant financial planner or assistant investment advisor. Upon completion of this course, students will be able to provide investment and financial advice about CIG's, stocks, mutual funds, RRSP'S, RESP's, Tax Free Savings Accounts and other investments.

In addition, students will learn software applications, word processing, spreadsheets and business communication skills that are an asset to any position.

TThis course provides a broad look at the entire financial planning process and offers an overview of, risk management and insurance, investment planning, retirement planning and estate planning. The objective of this program is to help the student develop the skills and competences needed to succeed in the field of financial planning.

Course Outcome:

Upon successful completion of this course student will be able to:

Assist Financial Planners, Personal Banking Officers, Investment Brokers and Advisors
Develop personal financial plans for clients covering cash management and finances
Analyze clients financial records and prepare financial plans
Assist clients in making wise and profitable financial choices
Set goals and develop financial strategies
Assist in arranging sales of financial products and investments (depending on license)
Monitor client portfolio to ensure quality and profitability
Review and change the financial plans based on the clients situation
Prepare business documents, letters and memorandums
Promote financial products and services
Provide financial and other information to clients

Course Outline:

Microsoft: Windows 7, Word, Excel, Outlook
Personal Financial Services Advice (PFSA)
Financial Planning 1(FP-I)
Financial Planning II (FP-II)
Applied Financial Planning (AFP)
Business and English Communication
Office Procedures
Interpersonal Business Skills
Customer Service

Career Opportunities:

Graduates of this program will be able to find entry level work in positions such as, Assistant to Financial Planners, Assistant to Personal Financial Advisors, Assistant to Investment Advisors. Students who complete this course will be able to find employment at banks, trust companies, investment firms, or they may be self employed.

Duration:

48 weeks