Site Accessibility Statement
Wilfrid Laurier University School of Business & Economics
October 21, 2014
 
 
Canadian Excellence

CFP – Certified Financial Planner



Some students are interested in pursuing careers in financial planning. A popular designation for financial planners is the Certified Financial Planning (CFP) designation. The following list of Laurier courses will help you prepare for the CFP exams:

BU111 – Introduction to Business Organization
EC140 – Introduction to Macroeconomics
BU227 – Introduction to Financial Accounting
BU231 – Business Law
BU383 – Financial Management I
BU393 – Financial Management II
BU357 – Taxation
BU413 – Personal Financial Planning & Management
BU473 – Investment Management
BU483 – Life and Health Insurance

Please refer to the Undergraduate Academic Calendar for course descriptions.


Students who wish to write the CFP exams will need to contact an educational institution accredited by the Financial Planners Standards Council of Canada (FPSC). Laurier is not an accredited educational institution because too few of its students graduate to pursue the CFP. A list of accredited schools can be found on the FPSC website. The accredited school should be asked to review the courses you have taken at Laurier and then give the appropriate credit for its own courses that cover the same part of the CFP syllabus. The school will then specify which of its courses you will need to take to be eligible to write the CFP exams.