Unit 1 is designed to introduce students to the foundational concepts (Building Blocks) of financial planning. Students should complete this course with an understanding of the environment in which financial planning engagements take place.
DurationUnit 1 is designed to introduce students to the foundational concepts (Building Blocks) of financial planning. Students should complete this course with an understanding of the environment in which financial planning engagements take place.
This unit also discusses the Paths to CFP® & QAFP™ Certification.
Syllabus:
Since 1997, BCC has been providing high-quality courses and continuing education that are valued by employers and clients alike. We’re one of Canada’s largest providers of financial services and insurance education, and we’ve been the industry leader for over two decades.
Our students are at the heart of everything we do, and we’re committed to providing the best learning experience possible. We offer expert instruction, flexible payment plans, self-paced learning options, and 100% online learning.
From our beginnings in Alberta to providing pre-designation courses to students across Canada, we have remained on the leading edge of financial services and insurance education.
Business Career College is Alberta’s leading institution for financial services and insurance education. Since 1997, we’ve been a trusted provider of industry-leading courses, exam prep, and continuing education. Student success is at the centre of everything we do, which is why we offer flexible, 100% online learning in self-paced and instructor-led formats.
Learn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour.
This curriculum has been designed for use by staff of not-for-profit community-based agencies who work with people in or at risk of poverty. Momentum has been delivering financial literacy workshops for over 18 years to more than 25,000 individuals.
Financial Management I course is offered by Yellowquill College. The curriculum provides learners with an appreciation of indigenous forms of governance and organizational development, from pre-contact to the present, including modern forms of organizational and management principles.
If you want to make good business decisions, you need a solid grounding in the management of investments, finances and assets. This course introduces you to the principles of finance and their application.
The aim is to enable economic operators to be more sensitive and more prudent in order to carry out their export operations under good conditions.
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