CapU's Post-Baccalaureate Certificate in Financial Planning - Professional program is for people who work in financial services, have a degree and want to advance their financial advising career with a Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation.
A financial planner’s expertise guides clients through the challenges of investing, financing, retirement, estate and insurance planning to help them secure their financial future.
This five-course program is offered part-time and is designed exclusively for people who have a degree and are licensed in one of the following:
Life Insurance - Life License Qualification Program (LLQP)
Mutual Funds and Securities - Canadian Investment Regulatory Organization
Registered Mortgage Broker - BC Financial Services Authority (BCFSA)
Contact us today to learn how to complete the FP Canada™ Core and Advanced Curriculum in a classroom setting to qualify for the QAFP™ or CFP® exams.
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