Financial Planners Standards Council
(CFP) Certified Financial Planner. The internationally recognized credential awarded in Canada by Financial Planners Standards Council (FPSC). CFP professionals must meet the FPSC's standards in education, experience, examination and ethics. CFP professionals must also have 30 hours of continuing education every year and agree to abide by the CFP Code of Ethics to renew their right to use the credential annually.
Certified Financial Planner, (CFP) Designation granted
Canadian Securities Institute
Canadian Investment Manager (CIM) Designation granted
Portfolio Management Techniques Course
Investment Management Techniques Course
Financial Management Advisor (FMA) Designation granted
Wealth Management Techniques Course
Professional Financial Planners Course
Canadian Insurance Course – Full Version (Honours)
Canadian Securities Course (Honours)
Full LLQP: Life Licence Qualification Program
British Columbia Institute of Technology
2 nd Floor, 20 Townsite Road, Nanaimo, B.C., Canada, V9S 5T7
Call: 1 250 716-5750
Toll Free Fax: 1 866 598-7496
101 - 3960 Quadra Street, Victoria, B.C., Canada, V8X 4A3
Toll Free Phone: 1 888 361-8631
Email: CompositeFinance@telus.net
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