Previous WeekAugust 19 - August 25, 2010 Week 33Next Week
../Morning Post
Posted August 25 , 2010
____________________
Education

Laurier to offer certified financial planner designation courses

WATERLOO – Wilfrid Laurier University Continuing Studies has partnered with Advocis, The Financial Advisors Association of Canada, to offer courses leading to Certified Financial Planner (CFP) designation.

Laurier will offer Advocis’ four core curriculum courses as well as the capstone course at regularly scheduled intervals, beginning September 2010. The courses are offered through Advocis in conjunction with CCH Canadian Limited, the lead professional publisher of reference material in tax and financial planning. They will be taught in-class by Laurier faculty as well as outside professionals.

“There are a lot of professionals interested in obtaining this designation in our region, and in having access to classroom instruction to do so,” said Lisa Fanjoy, manager of continuing studies. “By drawing on the expertise of Laurier instructors and local professionals, we are able to fill this niche.”

While CFP designation is not required to become a financial planner, it marks financial planners as qualified to practice as professionals, with the knowledge to assist clients while adhering to high ethical standards. CFP professionals are held to ongoing standards through the continuing education requirements and enforcement processes of the Financial Planning Standards Council (FPSC), which offers the designation.

Upon successful completion of the core curriculum courses, students can apply to the FPSC to write the Financial Planning Exam 1. After completing a capstone course and 12 months of financial planning-related work experience, students can apply to write the Financial Planning Exam 2.

If all required elements are met, including another three years of work experience, the FPSC will accredit the student with CFP designation.

For more information, visit the continuing studies website at: www.wlu.ca/page.php?grp_id=160&p=17184.

Submit press release to pressrelease@exchangemagazine.com - Editor Jon Rohr - Content published on this site represents the opinion of the individual/organization and/or source provider of the Content. ExchangeMagazine.com is non-partisan, online journal. Privacy Policy. Copyright of Exchange produced editorial is the copyright of Exchange Business Communications Inc. 2010/*.*. Additional editorials, comments and releases are copyright of respective source(s) and/or institutions or organizations.

 


Contact an Exchange Representative

Current Issue September 2010
Subscribe FREE to Exchange Online today



Subscribe to Exchange News Daily







Submit Press Release
Visitor Centre
Weather
Advertising Inquires
Email
Tel: 519.886.0298

Subscribe to Exchange Magazine Print Edition

Contact Information:

Publisher:
Exchange Business Communication Inc.
Waterloo, Ontario, Canada
Tel: 519.886.0298

Editor-in-Chief
Jon Rohr
editor@exchangemagazine.com

Account Manager

John Hobin
john.hobin@exchangemagazine.com

Matt Kennedy
matt.kennedy@exchangemagazine.com