Format: Self-study

Schedule:

2012 Semester (Winter)
January 10 - March 30

Advocis will do its best to coordinate the Capstone semesters with the scheduled FPSC examination sittings. For details, visit http://www.fpsc.ca.

Materials:

• Study Guide
• FPSC Case Study package
• Online core curriculum review quiz: this voluntary diagnostic tool is designed to help students confirm their understanding of the core curriculum, which is the foundational knowledge base of the Capstone Course. Performance on these quizzes will have no bearing on the course grade.

Advocis will automatically issue each successful student a transcript that will be accepted by FPSC, in order to meet the Capstone Course eligibility requirement to write the FPE2.  For full details on the all the requirements, and to register for the FPE2, click here.

Recommended Prerequisites

Core curriculum CCH/Advocis Education Program leading to CFP® certification:

• CFP 231 - Financial Planning Fundamentals
• CFP 232 - Contemporary Practices in Financial Planning
• CFP 233 - Comprehensive Practices in Risk & Retirement Planning
• CFP 234 - Wealth Management and Estate Planning

Computer Requirements

All students are expected to have access to a personal computer with the following system requirements, for the duration of the Capstone Course:

Apply and integrate technical knowledge gained from Core Curriculum (pre-requisite & co-requisite) courses in the identification and analysis of issues relating to personal financial planning

• Collect all qualitative and quantitative information required to develop a financial plan
• Evaluate those client objectives, needs, and values that have financial implications
• Analyze and synthesize personal financial situations
• Identify potential opportunities and constraints, and assess information in order to formulate strategies
• Formulate and evaluate strategies to develop a financial plan
• Prioritize and consolidate recommendations into a financial plan
• Communicate information, ideas, and concepts to clients and others, in a clear written and oral manner
• Demonstrate ethical judgment in providing professional services
• Assesses the impact of the economic, political, and regulatory environments on financial situations
• Demonstrate logic and reasoning, to identify the strengths and weaknesses of alternatives, or approaches to problems
• Adhere to FPSC's CFP® Code of Ethics, and refer to the CFP® Financial Planning Practice Standards as they apply to the financial planning process
  
  

• The course begins with an overview of the financial planning industry, recent developments in the CFP® professional standards, and the Code of Ethics and Practice Standards
• The second module focuses on the six financial planning components (financial, asset and risk management, and tax, retirement and estate planning)
• The third module discusses the CFP® Professional Competency Profile (Competency Profile), the structure of the CFP® examination, and exam writing techniques
• The final module allows the student to apply and practice what they have learned during the course using case studies and multiple choice questions to assess the student’s comprehension of the technical and professional competencies
  
  

Note: A final grade of at least 60% is required to pass this course.

Winter 2012

Feb. 1: Submission of a Modular Plan* (10% of course grade)
Mar. 1: First entry in an online ethics discussion forum
Mar. 9: Submission of a comprehensive financial plan* (70% of course grade)
Mar. 15: Second and third entry in an online ethics discussion forum  (10% of course grade)
Mar. 30: Completion of all four online module tests (10% of course grade)

* Please note that prices do not include GST/HST or shipping.