ÌÇÐÄvlog¹ÙÍø

This ÌÇÐÄvlog¹ÙÍø program has been validated by the Credential Validation Service as an Ontario College Credential as required by the Ministry of Colleges, Universities, Research Excellence and Security.

As a graduate, you will be prepared to reliably demonstrate the ability to:

• Integrate ethical decision-making processes into all aspects of the financial planning profession.
• Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
• Prepare accurate and relevant financial plans manually and electronically.
• Integrate economic and personal information necessary for effective financial planning decisions.
• Compare, contrast, and select, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.
• Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
• Recognise potential tax and legal implications within a financial planning situation.
• Identify and apply written and verbal client-focused communication styles and strategies.
• Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
• Qualify to challenge the Certified Financial Planner (CFPâ„¢) and to be fully licensed with the IDA/MFDA.
• Provide recommendations and options to the public for managing risk involving life and health insurance products.