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.
DurationThis 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.
All exams are open-book and performed Online. Your receipts and Certificates are available from your Online Moodle Course account. The course content is updated on a continuous basis.
Topics Covered:
Financial Planning Overview
Where to Start
Where do You Stand
Understanding Where you Stand Managing Debt & Credit Usage
Where are you going Financially
Implementing Financial Planning Systems
Being Efficient with Your Financial Plan
Leaving your Legacy & Estate Planning
Building Wealth
Maintaining your Wealth
At Softron, our mission is to be a leader in the Canadian tax service industry we need to provide friendly and professional services at competitive prices. We pride ourselves in how our tax accountants make a difference.
They are committed to understanding your needs and providing you with tax solutions that meet your expectations. Our tax professionals are up-to-date with current tax changes to maximize your refund or minimize your payments.
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.
For successful financial investigations, financial intelligence analysts must be able to determine what information is relevant, where to collect it from and understand how it will be used.
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.
Legitimate products and services can be used to mask illegal origins of funds, to move funds to finance terrorist acts, or to hide the true identity of the actual owner or beneficiary of the product or service.
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