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Business: Finance Area
Laurier to offer certified financial planner designation courses
Communications, Public Affairs & Marketing
Aug 18/10| For Immediate Release
Lisa Fanjoy, Manager, Continuing Studies
Kevin Crowley, Director, Communications & Public Affairs
WATERLOO – Wilfrid Laurier University Continuing Studies has partnered with Advocis, The Financial Advisors Association of Canada, to offer courses leading to Certified Financial Planner (CFP) designation.
Laurier will offer Advocis’ four core curriculum courses as well as the capstone course at regularly scheduled intervals, beginning September 2010. The courses are offered through Advocis in conjunction with CCH Canadian Limited, the lead professional publisher of reference material in tax and financial planning. They will be taught in-class by Laurier faculty as well as outside professionals.
“There are a lot of professionals interested in obtaining this designation in our region, and in having access to classroom instruction to do so,” said Lisa Fanjoy, manager of continuing studies. “By drawing on the expertise of Laurier instructors and local professionals, we are able to fill this niche.”
While CFP designation is not required to become a financial planner, it marks financial planners as qualified to practice as professionals, with the knowledge to assist clients while adhering to high ethical standards. CFP professionals are held to ongoing standards through the continuing education requirements and enforcement processes of the Financial Planning Standards Council (FPSC), which offers the designation.
Upon successful completion of the core curriculum courses, students can apply to the FPSC to write the Financial Planning Exam 1. After completing a capstone course and 12 months of financial planning-related work experience, students can apply to write the Financial Planning Exam 2.
If all required elements are met, including another three years of work experience, the FPSC will accredit the student with CFP designation.
For more information, visit the continuing studies website at: www.wlu.ca/page.php?grp_id=160&p=17184.