CFP Program (2017)

If you are interested in becoming a Certified Financial Planner, please email itac@itacinc.com – we are working with Sam Albanese and Seneca College in bringing a class here to Nova Scotia.

For HLLQP (Life) info, visit this page: https://www.itacinc.com/training/life-licensing-llqp/

The following information is tentative only and subject to change.
This was proposed in 2015-16 and we are still trying to find interested participants.  Contact us if you are looking for CFP!

The first step towards CFP Certification is to complete an FPSC-approved Core Curriculum requirement which consists of four courses. ITAC offers these four Core Curriculum courses independently.

CFP 1

$ 1700

Per Course
  • Financial Planning Fundamentals
  • 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.
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CFP 2

$ 1700

Per Course
  • Contemporary Practices in Financial Planning
  • This course introduces students to basic income tax laws and gradually progresses into a more advanced understanding of tax laws as it relates to areas of financial planning. The professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are reviewed. Different forms of business structures are explored in-depth, along with an understanding of trusts.
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CFP 3

$ 1700

Per Course
  • Comprehensive Practices in Risk & Retirement Planning
  • This course provides students with a comprehensive understanding of the principles and applications related to concepts of managing risk and retirement planning. This course covers practices, issues and products of insurance and retirement planning. Also explored are risk management and retirement planning processes progressing from the wealth accumulation phase into the retirement phase.
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CFP 4

$ 1700

Per Course
  • Wealth Management and Estate Planning
  • This course reviews the basics of economics and investing, and understanding of investment products. Investment planning and key areas of personal financial management are explored. The course concludes with estate planning fundamentals, concepts and applications.
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In general, the steps to obtain CFP certification are:

Direct any questions to us at ITAC Inc.  Call (902) 468-8631 or contact us.