Core Curriculum, Advanced Curriculum, and Finance & Insurance

CFP Core Curriculum + Advanced Curriculum

SKU: CFP-4103-7

Description

Students that would like to pay a flat-fee for courses can register into individual courses below.

The BCC Core & Advanced Curriculum is an FP Canada-approved foundation program for students pursuing their Certified Financial Planner® (CFP®) certification.

The Core Curriculum gives you the technical knowledge financial planners require for their careers. It provides the building blocks, blueprints, and tools you need to construct financial plans for Canadians. The Advanced Curriculum builds on these concepts by introducing more complex financial planning topics.

The BCC program will introduce you to 8 new “clients,” each with a unique—but familiar—situation. As you work through the sections of the curriculum, you’ll learn to apply the content in the course material to these realistic case study scenarios.

The online resources give you a variety of approaches to your studies: 

  • Instructors, graders, and student advisors provide support.
  • Electronic textbooks are supported by recorded instruction or optional live instruction.
  • Access video playlists and forums with instructor participation.
  • Receive feedback-based assignments and quizzes
This bundle includes the following products
Unit 1 - Personal Finance Building Blocks (Textbook & Learning Activities)
Unit 1 introduces you to the world of financial planning. FP Canada-approved Core Curriculum
Regular price:
$250.00 CAD
Unit 2 - Benefits, Math & Legal Building Blocks (Textbook & Learning Activities)
Core Curriculum Unit 2 dives into CPP, government benefits, the legal system, and more.
Regular price:
$250.00 CAD
Unit 3 - Blueprints (Textbook & Learning Activities)
Core Curriculum Unit 3 introduces you to taxation.
Regular price:
$250.00 CAD
Unit 4 - Investment & Insurance Tools (Textbook & Learning Activities)
Core Curriculum Unit 4 focusses on stocks, investing, risk, living benefit insurance, and more.
Regular price:
$250.00 CAD
Unit 5 - Retirement & Estate Planning Tools (Textbook & Learning Activities)
Unit 5 introduces students to retirement and real estate financial planning tools.
Regular price:
$250.00 CAD
Unit 6 - Construction (Behaviour, Practices & Regulation) (Textbook & Learning Activities)
Unit 6 teaches students to client interactions, human behaviour, and the regulatory environment.
Regular price:
$250.00 CAD
Unit 7 - Advanced Curriculum (Textbook & Learning Activities)
FP Canada-approved Advanced Curriculum for CFP or QAFP Certification
Regular price:
$450.00 CAD