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10 Days (30 Hours)
Credential Awarded
Industry Certification


CEP241: Financial Planning Foundations

This course introduces the fundamentals of personal financial planning. You will be expected to acquire an understanding of the concepts and applications associated with time value of money financial calculations and the analysis of personal financial statements. In addition, the course includes an analysis of government-sponsored programs such as Registered Education Savings Plans and Tax Free Savings Accounts. This course concludes with a discussion of the fundamentals of economics and investing and how they relate to key areas of financial planning.

CEP242: Taxation and Investment Planning

This course begins with an introduction to basic income tax laws, followed by a more advanced study of tax planning in the context of both personal and business situations. You will gain an in-depth knowledge of various business structures and evaluate those structures from a legal, tax and financial planning perspective. Additionally, the course includes a thorough discussion of investment products including stocks, bonds, mutual funds, exchange traded funds and segregated funds, as well as the application of those products in various investment strategies.

CEP243: Retirement Income Planning

This course is designed to provide you with a detailed understanding of the principles and applications related to retirement income planning. You will develop an in-depth knowledge of government benefit programs such as the Canada Pension Plan and Old Age Security as well as employer-sponsored registered plans such as defined benefit and defined contribution pension plans. Finally, the course provides a comprehensive analysis of Registered Retirement Savings Plans and Registered Retirement Income Funds within the context of retirement planning and establishing retirement goals and objectives.

CEP244: Insurance and Estate Planning

This course begins with legal fundamentals and the basics of family law, including the implications of relationship breakdown, support obligations and title to property. Risk management fundamentals are discussed in the context of life, living benefits and property and casualty insurance. You will gain a working knowledge of the advantages, disadvantages and income tax implications of various insurance products. The course concludes with an estate planning discussion including the use of trusts, wills, powers of attorney and concepts and principles related to the taxation of a deceased taxpayer.