Whether they’re trying to establish a savings and contribution plan for their children’s college education or maximizing their investments to provide for a comfortable retirement, financial planners can help Canadian families take control of their finances. Educated in all areas of personal finance, a Financial Planner Course Canada is in high demand and can earn a lucrative income.
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As a result, many people who are interested in pursuing a career in financial planning want to know more about the educational requirements to become a Certified Financial Planner (CFP). Completion of certain finance courses satisfies FP Canada’s Core and Advanced Curriculum Programs and allows individuals to challenge the Qualified Associate Financial Planner certificate exam and ultimately the CFP certification exam. These programs are offered by colleges and universities throughout the country that have been approved by FP Canada as Approved Core and Advanced Curriculum programs. Third-party exam preparation providers also offer study materials for the QAFP and CFP exams.
A bachelor’s degree in a subject such as economics or business management is recommended, but not required, for those seeking to pursue the CFP designation. Those with degrees in other subjects can still qualify to sit for the exam, provided they meet other requirements set out by FP Canada.
The ability to provide a range of services is another factor driving the demand for qualified financial planners. In addition to advising clients on matters such as investments, trusts and taxation, a qualified financial planner can assist clients with their estate planning and retirement planning as well as manage risk and build wealth through the use of insurance products.