Certified Financial Planner (CFP)

RDC in partnership with the Canadian Institute of Financial Planning is proud to provide to central Alberta the Certified Financial Planner designation. This program provides individuals with the necessary knowledge and practical skills to begin a career in this growing profession. This program consists of four core courses and a final program examination.
Successful completion of this program satisfies the Financial Planning Standards Council’s (FPSC) education requirement for the Financial Planning Examination Level 1 (FPE1).  For more information visit www.cifp.ca

Requirements:
It is strongly recommended that students complete this program (four required courses) within 5 years.  Courses offered may vary each semester. You will require access to a financial calculator (HP-10BII is recommended and available at the Bookstore). Textbooks will be mailed out or can be picked up at the Continuing Education office 1 week prior to course start date.

While it is not required, we strongly recommend that Financial Planning 1 – retirement planning be completed before registering in the remaining courses.

Four required courses:

• Financial Planning 1 - Retirement Planning
• Financial Planning 1 - Risk Management & Estate Planning
• Financial Planning 2 - Strategic Investment Planning
• Financial Planning 2 - Income Tax Planning