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).
Discover the BCC difference through our fully accredited, industry leading CFP® program! Our CFP® course provides the foundational knowledge you need to pass your exam with confidence, and to develop a rewarding practice helping clients thrive financially.
This comprehensive course features an expert in pension and financial issues who will provide you with the necessary knowledge and tools to help you develop an individual retirement plan to meet your goals.
This course is great for anyone who is looking to understand the Basics of Personal Financial Planning. The course contents are available online and must be completed in 16 weeks for $195 plus tax and are tax-deductible.
This 5-day workshop will assist CFP candidates preparing for exams. The workshop will appeal to individuals who would like assistance in preparing for the CFP Examination.
Equip yourself with the skills to navigate between strategy and operations using financial statements and add value to the boardroom and your organization.
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