Financial Planning Tutorials

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
4.00 (81 reviews)
Udemy
platform
English
language
Finance
category
Finance in Canada Inc
instructor
Financial Planning Tutorials
642
students
63 hours
content
May 2025
last update
$13.99
regular price

What you will learn

In this course we would be covering topics like

Advising in the Financial Services Industry

The Financial Planning Process

Budgeting and Borrowing

Taxes, Investments, Retirement and Wills

Risk Management and Life Insurance

Financial Planning in Canada /The Six Steps of the Financial Planning Process

Financial Planning and Mortgages

Investment and Tax Planning /Retirement Planning and Insurance

Estate Planning & Family Law / Financial Planning for Small Business

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Related Topics

2305966
udemy ID
03/04/2019
course created date
21/11/2019
course indexed date
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