CEBUS-WMGM234 — Wealth Mgmt. CFP234

0 credits · 0 hours

Holland College offers the Certified Financial PlannerTM program developed by CCH Limited and Canadian Association of Insurance and Financial Advisors (carrying on business as Advocis). The Advocis/CCH financial planning courses satisfy Financial Planners Standards Council's (FPSC) education requirements for the CFP/CERTIFIED FINANCIAL PLANNER TIM license. This course will review the basics of economics and investing along with an understanding of investment products. Investment planning and key areas of personal financial mangement are explored. The course concludes with estate planning fundamentals, concepts, and applications.

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