Certified Financial Planner (CFP®) FastTrack Program
The CFP FastTrack program at Ashton College is an ideal way to earn your CFP certification. There is an increasing demand for qualified professional financial planners. Certified Financial Planner (CFP®) certification is the industry gold standard in financial planning. CFP® professionals are the largest identifiable body of licensed financial planners in Canada. The financial needs and objectives of individuals are complex and are best met by applying expertise in areas such as investment strategies, retirement planning, estate planning, insurance and taxation. This program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.
The CFP® is sought after by employers in the financial services industry. Visit Workopolis for employment opportunities.
Note: Program Fees Include Tuition and Textbooks
- If you are interested in a career in financial planning, obtaining CFP certification demonstrates that you are committed to attaining the gold standard in financial planning. Earning CFP certification will equip you with all the skills, abilities and knowledge necessary to be a competent and ethical financial planner working directly one-on-one with clients.
- This program allows you to complete the core curriculum education program and is accredited by the Financial Planning Standards Council (FPSC).
The CFP Fast Track Program is offered on a part-time basis. Classes are held one evening per week from 5:00 pm - 9:00 pm.
27 hours per course for a total of 108 hours.
Note: Students must have a financial calculator for any of the CFP Courses. The HP-10Bll is recommended and will be used by the instructor. For further information about the financial calculator requirements of the Financial Planning Standards Council (FPSC) click here.
CFP 1 – Financial Planning Fundamentals
This course introduces the fundamental importance of financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The basic concepts of contracting and family law are covered followed by an analysis of government-sponsored benefit programs.
- Time Value of Money Fundamentals
- Financial Statements & Analysis
- Legal – Fundamentals & Family Law
- Government-sponsored Benefit Programs
CFP 2- Contemporary Practices in Financial Planning
This course introduces students to basic income tax laws and moves into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.
- Taxation – Level I
- Taxation – Level II
- Organizational Structures
- Professional Standards & Financial Industry
CFP 3 – Comprehensive Practices in Risk & Retirement Planning
Designed to provide students with a comprehensive understanding of the principles and applications related to the concepts of managing risk and retirement planning, this course covers products, issues, and practices in the areas of insurance and retirement. Included is an understanding of the risk management and retirement planning process moving through the wealth accumulation phase into retirement.
- Risk Management – Fundamentals, P&C, Other
- Risk Management – Life & Disability Insurance
- Registered Pension Plans
- Registered Retirement Savings Plans
- Retirement Income & Other Compensation
- Retirement Planning
CFP 4 – Wealth Management and Estate Planning
Students will review the basics of economics and investing along with an understanding of investment products. Investment planning and key areas of personal financial management are explored. The course concludes with estate planning fundamentals, concepts, and applications.
- Economics & Investment – Fundamentals
- Investment – Products
- Investment Planning
- Financial Management
- Estate Planning