CE Courses

Financial Planning 2


This course completes the knowledge requirements of a financial planner who wishes to provide clients with the basics of financial planning. 

It covers insurance, tax, details of retirement planning, and estate planning. Financial Planning 2 will be an important addition to the financial advisor’s store of practical knowledge.

Format: Online

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.