Location
Start Dates
- September 03, 2024
Duration
4Courses
Program Delivery
- In Class
Tuition & Fees
Domestic: CAD $2,592
Program Description
This four (4) course certificate of achievement allows you to complete the core and advanced educational requirements towards your Qualified Associate Financial Planner (QAFP), or your Certified Financial Planner (CFP) designation, and advance your career within the Financial Planning sector.
Courses are accredited with FP Canada towards the QAFP/CFP Core and Advanced Curriculum. Successful completion of the program will also allow learners to obtain their Mutual Funds License through the Investment Funds Institute of Canada (IFIC).
Courses are credit bearing and transferable into Bow Valley College’s Financial Services Diploma.
QAFP (Qualified Associate Financial Planner) Certification & CFP (Certified Financial Planner) Certification
The Bow Valley College is an FP Canada-Approved Core and Advanced Curriculum Provider.
The following four courses in this program meet the Core and Advanced Curriculum educational requirements necessary to write the QAFP and CFP Certification Exams:
- FNSR2301 Financial Markets and Products
- FNSR2303 Investment Funds in Canada
- FNSR2302 Personal Financial Planning I
- FNSR2304 Personal Financial Planning II
Obtaining a QAFP or CFP Designation from FP Canada is a significant advantage to students as it establishes the technical competence required in the industry, builds professional competencies, and is recommended by employers. Additional requirements may be required by FP Canada prior to writing QAFP or CFP exams. Students are encouraged to review all requirements with FP Canada, prior to applying.
Domestic Applicants
Welcome Centre
South Campus – Main Floor
info@bowvalleycollege.ca
403-410-1402
Admission Requirements
Academic requirements
- Credit in English Language Arts 30-1 or minimum 65% in English Language Arts 30-2 or equivalent
- Credit in a Grade 30-1 or Math 30-2 or equivalent
Or
Successful completion of the General Educational Development (GED) test that consists of five tests with a minimum score in the following sections:
- Language Arts: Reading and Writing: 520 minimum standard score
- Math Test: 520 minimum score
Or
Satisfactory results on the Bow Valley College Admissions test
English language proficiency requirements
For applicants whose first language is not English, please review English language proficiency requirements.
Related Links
Course Listings Request More Information
Domestic Applicants
Welcome Centre
South Campus – Main Floor
info@bowvalleycollege.ca
403-410-1402
Term 1
Required CoursesCredit
This course introduces the concept of money, the Canadian financial industry, the impact of the regulatory environment, and the analysis of products and services available to customers, including the adjudication of credit. These concepts provide the basis for the financial planning process. The course is eligible towards the Certified Financial Planner (CFP) Core Curriculum program.
This course prepares learners with fundamental financial planning knowledge and introduces the personal financial planning process. Concepts include elements that affect an individual's and family's financial well-being. Collecting and analyzing required information to begin the financial planning process is examined. The course is eligible towards the Certified Financial Planner (CFP) Core Curriculum program. It is recommended learners enroll in FNSR2301 Financial Markets and Products in the same term.
Term 2
Required CoursesCredit
This course covers the financial and mutual fund industries. Topics include mutual fund and investment products, the regulatory system governing the mutual fund industry, and acceptable selling practices and processes. To complete this course, learners must write the Canadian Investment Funds Course (CIFC) final exam. Upon successful completion of the exam, learners will meet the proficiency requirements of the provincial securities commission for mutual fund licensing.
Using the technical information provided in FNSR2302 Personal Financial Planning I, learners have the opportunity for practical application of personal financial planning. Focus of the course is on evaluating customer needs and applying the financial planning process and practices to provide appropriate recommendations. This course is eligible for Certified Financial Planning (CFP) Core Curriculum.
