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.
Get On Track is financial adulting on steroids. Find out if you’re on track with your finances (for your age and income) and if your goals are achievable within the time frame you want and realistic for your savings!
The Credit Counselling Society is excited to announce a new offering: the Certificate in Financial Wellness – Foundations in Personal Finance. Getting this certificate shows that you and the valued employees of your organization have attended 5 important webinars for developing financial wellbein...
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.
The course will cover working capital management, receivable management, capital expenditures, cash management, tax application, and financial statement analysis.
Financial skills are fundamental to any managerial position. Learn how to think about finance, and you'll expand your career opportunities. From accruals to write-offs to receivables and payables, this workshop shows non-financial managers the concepts.
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