Continuing Education → Professional Development

Financial Planning Part I (LCIFGA006)

1.0 Financial Planning (#7778) FP Canada
1.0 Life (#55280) Alberta Insurance Council
1.0 Life and/or A&S (#36266) Insurance Council of Manitoba

Historically, financial planning has been its own profession, mostly practiced by specialists with a particular focus and skill. Today, In a transparent era of demonstrating value to clients while differentiating amongst peers in a competitive landscape, financial professionals from all corners of the industry are embracing financial planning and adding value to the client experience. In the first of a multi-course program, this 10-part mini-series explores a cross-cut of financial planning topics to help financial professionals refine their planning skills. The course concludes with a final test. A passing grade of at least 60% is required.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 7778 CE Credit Type: Professional Development

  • Do those who work with a financial planner get better results?
  • More advisors embracing financial planning
  • How advisors can help clients avoid bankruptcy
  • How to manage sudden wealth responsibly
  • When tapping into an RRSP for a home or education makes sense
  • For one-person households, reducing risk is paramount
  • When it comes to financial planning, young widows face significant challenges
  • More ‘grey marriages’ could use a financial, not wedding, planner
  • Grey divorce presents unique set of challenges
  • Complex planning needed for grandparents helping grandchildren
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Financial Planning Part I
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever