The Financial Planning Fundamentals for Health Insurance Professionals Program is comprised of five financial planning modules and is the first program requirement for individuals looking to complete the Certified Health Insurance Specialist (CHS™) Designation program.
DurationThe Financial Planning Fundamentals for Health Insurance Professionals Program is comprised of five financial planning modules and is the first program requirement for individuals looking to complete the Certified Health Insurance Specialist (CHS™) Designation program.
Once registered in 505, individuals get online access to the following modules:
The Institute for Advanced Financial Education (The Institute), provides a platform of standards and advanced knowledge through designation programs and accreditation services.
With over 5,000 CLU, CHS, CH.F.C., and PFA designates in good standing across Canada, The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.
Vision Statement:
To be a leading provider of education, designations and standards for professional financial services practitioners.
Relationship to TFAAC:
As a member of the TFAAC family prior to its incorporation, The Institute operated as the designation body/business unit of The Financial Advisors Association of Canada (TFAAC).
Focusing on setting standards for the designation and education world, The Institute serves as the enforcement body for The Institute and Advocis Code of Professional Conduct (CPC).
Money follows good deals. How does this happen? Through tried and tested systems of preparation, planning, and analysis. This is not your TV flip program.
Demystifying finance means making it more accessible. By familiarizing yourself with the field of finance, you will become significantly more confident and feel more comfortable in your discussions relating to the financial dimension.
With the demands of daily operations, non-financial managers may put financial reports on the shelf. But take a look at some of the most admired companies like Apple, Google, and Berkshire Hathaway.
Data and Financial Analysis course is offered by TriOS College. TriOS College Corporate Training offers companies with customizable training solutions to help with employee growth and evolvement.
Working with a lot of entrepreneurs and helping them create successful business plans .resulted in the development of an integrated, comprehensive Financial Forecasting Tool with 5 year financial forecast.
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