Enhancing the professionalism of financial advisors in the best interests of the consumer

Course Code 231


Course 231 – Financial Planning Fundamentals

Format: Self Study
CE Credits: 30
Pre-requisite: None
Study Hours: 38 hours
Member: $450.00*
Non-Member: $570.00*
* plus shipping and applicable taxes

This course introduces the fundamentals important to the discipline of financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The basic concepts of contracting and family law are covered followed by an analysis of government-sponsored benefit programs.

Module 1: Time Value of Money Fundamentals
Module 2: Financial Statements & Analysis
Module 3: Legal Fundamentals & Family Law
Module 4: Government Sponsored Benefit Programs

Target Audience:
Financial Advisors

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Learning Objectives:

To understand the concepts and applications associated with financial calculations, the analysis of financial statements, the basic concepts of contracting and family law and government sponsored benefit programs.

Delivery Methods:

Financial Planning Fundamentals is designed as a self-study course with success highly dependent on the student's personal discipline. To increase study effectiveness, students should set up a study schedule.  To maximize learning, students are encouraged to take full advantage of all the end of module self-test questions as well as the exercises, problems and case studies offered throughout the course.

After each module test students are provided with feedback information on incorrect answers to assist them in becoming adept in understanding and applying the content within their financial services practice.

Instructor led:
Advocis and CCH have partnered with a number of post secondary institutions to offer this course in a classroom setting. Please click here for additional information on how to register for this program through one of our education partners.

Registration Includes:

  • Printed Study Guide
  • Self-test questions, practice exercises and case studies
  • Access to help for course related questions — online and fax
  • Access to the Advocis Learning Centre
  • 120-day window for completion
  • First exam attempt

Additional Materials:


Completion Requirements:

Passing mark is 60% overall.

Online evaluation:

  • Completion of 4 online module tests (40% of overall mark)
  • Final online exam (60% of overall mark)

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