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.
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.
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.
Take your financial management knowledge to the next level. First, master the basics of finance, even without previous training in accounting or finance. Learn from real-life examples and understand key financial concepts, terminology and methodology.
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You will learn a methodology, according to best practices, to develop a performance management, monitoring and evaluation tool using key indicators, aligned with the strategic direction of your organization.
This program focuses on critical thinking, ethics, and sustainable and sound business practices taught within a comprehensive accounting and financial framework.
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.
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