CE Courses

Financial Planning 1


This course provides an overview of the financial-planning process, and shows the financial advisor the importance of "creating and maintaining the financial snapshot" for each client. 

Specifics of net worth, cash-management planning, mortgages, the basics of investing, family law, and financial planning are all covered.


No. of Pages:50 pages

BC CE Credits:5 hours

AB CE Credits: 4 hours Life

SK CE Credits:5 hours

MB CE Credits:5 hours ***

ON CE Credits:5 hours

CFP®: 5

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50.