Strategic Financial Planning Program
Build expertise in comprehensive financial planning through our structured learning pathway. Master portfolio theory, risk assessment, and client advisory skills over nine months of intensive study.
Learning Philosophy
Our program follows a competency-based approach where each module builds upon previous knowledge. Rather than rushing through concepts, we focus on deep understanding and practical application.
The curriculum integrates Canadian regulatory requirements with global best practices. You'll work with real case studies from our archives spanning different market conditions and client scenarios.
- Progressive skill building from foundational concepts to advanced strategies
- Case-based learning using anonymized client situations
- Regular competency assessments and peer review sessions
- Integration of technology tools used in modern financial planning
Curriculum Structure
Each module runs approximately six weeks with a blend of theoretical foundation and hands-on application. Assessment methods vary by module to match real-world financial planning scenarios.
Financial Planning Fundamentals
Establish core competencies in financial statement analysis, cash flow planning, and goal-setting methodologies. Students learn to conduct comprehensive financial assessments and create baseline planning documents.
Investment Theory & Portfolio Construction
Deep dive into modern portfolio theory, asset allocation strategies, and risk-return optimization. Covers both traditional and alternative investment vehicles with emphasis on Canadian market conditions.
Risk Management & Insurance Planning
Comprehensive coverage of personal and business risk assessment, insurance product analysis, and protection planning strategies. Includes estate planning fundamentals and tax-efficient structures.
Tax Strategy & Retirement Planning
Advanced tax planning techniques, retirement income strategies, and government benefit optimization. Focus on RRSP, TFSA, and pension plan integration within comprehensive financial plans.
Client Communication & Practice Management
Development of client relationship skills, presentation techniques, and ethical decision-making frameworks. Covers compliance requirements and professional standards for financial advisors.
Capstone Integration Project
Students work with mentor advisors to complete comprehensive financial plans for simulated client scenarios. Integration of all program components into professional-grade deliverables.
Program Enrollment
We accept students twice yearly with cohorts limited to maintain quality instruction and peer interaction. Application review considers educational background, professional experience, and commitment to completing the full program.
The application process includes transcript review, professional references, and a brief interview to ensure program alignment with career goals. Early application is recommended as spaces are limited.
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