If you’re the kind of person who loves helping other people achieve their dreams, while you work towards yours… consider a rewarding career in financial planning.
This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence.
It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain.
This is reflected by longer commitment periods (how long you must stay in the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability for clients, employees, and their organizations.
Career Success Factors
Financial Planning & Insurance in Canada
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Sr. Personal Banker |
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Financial Planner |
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Specialist Managers of: Financial Planning or Investment and Retirement Planning (IRP) |
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Private Banker |
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Insurance Agent |
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Underwriter |
Courses
Securities Sector
- Canadian Securities Course (CSC)
- Wealth Management Essentials (WME)
- Fundamentals of Financial Planning (FOFP)
- Financial Planning Supplement (FPSU)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning (AFP) Certification Examination
- CFP Capstone Course for CFP Certification
Banking Sector
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFC)
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning (AFP) Certification Examination
Mutual Fund and Insurance Sector
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFC)
- Fundamentals of Financial Planning (FOFP)
- Building a Mutual Funds Advisory Practice (BMAP)
- LLQP Insurance Course (LIC)
- Insurance Ethics and Professional Practice Module (IEPP)
- Accident and Sickness Insurance Course (ASIC)
Educational Paths to Financial Planning Designations
- Personal Financial Planner (PFP®)
- Qualified Associate Financial Planner (QAFP™)
- Certified Financial Planner (CFP®)
- Financial Planner (F.Pl.). - Quebec
Investors
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Credentials