Financial Planning 2, Readings Course, offered by the Canadian Securities Institute, is designed for those with experience in financial services who are working toward the new Personal Financial Planner (PFP™) designation or the Certificate in Financial Services Advice.
Oliver's Study Notes for Financial Planning 2 Readings Course provides an easy-to-follow outline of the core points in the course to support you in your studies.
Table of Contents
Module: The Financial Planning Practice |
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| | Section 1: | Financial Planning in Canada |
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| | Section 2: | The Personal Financial Planning Process |
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Module 2: Savings Planning and Debt Management |
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| | Section 1: | Net-Worth and Cash-Management Planning |
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| | Section 2: | Debt Planning |
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| | Section 3: | Financial Planning and Mortgages |
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Module 3: Investment and Tax Planning |
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| | Section 1: | Investment Management |
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| | Section 2: | Tax Planning |
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Module 4: Insurance Planning |
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| | Section 1: | Using Life Insurance to Manage Risk |
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| | Section 2: | Insurance Contracts |
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| | Section 3: | Types of Insurance |
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| | Section 4: | General Insurance |
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| | Section 5: | Tax System and Insurance Products |
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Module 5: Retirement Planning |
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| | Section 1: | Retirement Planning Process |
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| | Section 2: | Government Pension Programs |
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| | Section 3: | Employer-sponsored Registered Retirement Plans (RPPs) |
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| | Section 4: | Registered Retirement Savings Plans (RRSPs) |
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| | Section 5: | Retirement Income Products |
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Module 6: Estate Planning |
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| | Section 1: | Passing on the Estate |
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| | Section 2: | Trusts |
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| | Section 3: | Powers of Attorney |
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Module 7: Basics of Marriage, Separation, and Divorce |
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| | Section 1: | Basics of Marriage |
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| | Section 2: | Marriage Breakdown Implications |
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Module 8: Business Law |
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| | Section 1: | Business Law |
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| | Section 2: | Financial Planning for Small Business |
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