Location
Start Dates

  • January 10, 2023
  • September 05, 2023
Duration

4Courses

Program Delivery

  • In Class
Tuition & Fees

Domestic: CAD $2,430

Program Description

This four (4) course certificate of achievement allows you to complete the core 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 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.

Course Listings Request More Information

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:

  • Interpreting Literature and Art: 520 minimum standard score
  • Writing Skills: 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. 

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Course Listings Request More Information

Domestic Applicants

Welcome Centre
South Campus – Main Floor
info@bowvalleycollege.ca
403-410-1402

Course Listing


Full course outlines are available here.

Curriculum subject to change.

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 FNSR2301 Financial Markets and Products and 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.
Prerequisites: FNSR2301 and FNSR2302

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