Get in touch with us: (877) 934-5577

Cart

Your cart is currently empty.

$225.00

The BCC Core Curriculum is an FP Canada-approved foundation course for students pursuing their Qualified Associate Financial Planner™ (QAFP™) certification or Certified Financial Planner® (CFP®) certification.

The Core Curriculum gives you the technical knowledge financial planners require for their careers. It provides the building blocks, blueprints, and tools you need to construct financial plans for Canadians.

The BCC Core Curriculum will introduce you to 7 new “clients,” each with a unique—but familiar—situation. As you work through the sections of the curriculum, you’ll learn to apply the content in the course material to these realistic case study scenarios.

The online resources give you a variety of approaches to your studies:

  • Instructors, graders, and student advisors provide support.
  • Electronic textbooks are supported by recorded instruction or optional live instruction.
  • Access video playlists and forums with instructor participation.
  • Receive feedback-based assignments and quizzes.

Self-paced study
100 hours

With live instruction
150 hours

Unit 1: Personal Finance Building Blocks

  • Intro to BCC Core Curriculum
  • Economics for Financial Planners
  • Financial Planning Fundamentals
  • Credit and Borrowing Fundamentals
  • Credit and Borrowing Products
  • Emergency Funds and Personal Financial Statements

Unit 2: Benefits, Math & Legal Building Blocks

  • Canada Pension Plan
  • Old Age Security and Other Govt Benefits
  • Applying for Government Benefits
  • Introduction to the Financial Calculator
  • Applications of the Financial Calculator
  • Measuring Returns and Risk
  • Intro to the Legal System
  • Bankruptcy and Insolvency
  • Family Law

Unit 3: Blueprints (Taxation)

  • Intro to Tax
  • Income Tax Calculation
  • Dispositions of Assets
  • Family Tax Issues

Unit 4: Investment & Insurance Tools

  • Stocks and Bonds
  • Investor Behaviour
  • Risk and Portfolio Construction
  • Derivatives, Shorts, and Advanced Investment
  • Pooled and Managed Investments
  • Risk and Insurance Contracts
  • Life, Living Benefits, and Property and Casualty Insurance
  • Taxation of Insurance and Liability Insurance

Unit 5: Retirement & Estate Planning Tools

  • Pensions
  • RRSP, RESP, RDSP, TFSA
  • Retirement Planning and Annuities
  • Intro to Estate Planning
  • Wills and Will Challenges
  • Powers of Attorney and Capacity
  • The Estate and the Executor
  • Education Planning
  • Disability Planning
  • Household and Family Financial Planning

Unit 6: Construction (Behaviour, Practices & Regulation)

  • Decision-Making and Heuristics
  • Case Study: Cash Flow Management
  • Money Attitudes
  • Financial Planning Recommendations
  • The Brain
  • Client Communication
  • Licensing, Regulation, and Business Models
  • Consumer Protection and Securities Law

Prerequisites

No prerequisites currently. Effective April 2022, a post-secondary degree from an accredited university or college will be required for new CFP certification applicants and a diploma will be required for new QAFP applicants.

Format

You can choose online, self-paced study, live instruction, or a combination of all three.

Live instruction

Students may wish to add engaging live instruction to help achieve the goal of timely completion and a thorough understanding of the content. Access live instruction by subscription or per unit. Live webinar access allows you to interact with your instructor and other students. Our unique weekly instruction approach is scheduled around FP Canada program timelines and takes students through the Core Curriculum in half a year.

$375.00

Walk into your certification exam feeling confident that you know what to expect.

BCC Exam Prep helps you prepare for your Qualified Associate Financial Planner™ (QAFP™) or Certified Financial Planner® (CFP®) certification exam.

FP Canada™ Exams

The QAFP exam is a computer-based exam made up of roughly 95 multiple choice questions which must be completed in 4 hours. Read more.

The 6-hour computer-based CFP exam is made up of two three-hour sections with a lunch break in between. Read more.

FP Canada proctors exams and sets the schedule. Check the schedule for the exam you want to write, ensuring you have enough time to prepare.

Study Schedule for Nov 2020 QAFP Exam
Study schedule for Nov 2020 CFP Exam

Prerequisites

QAFP Certification

Optional QAFP Professional Education Program (through FP Canada) to be completed after the exam.

CFP Certification

Format

Choose from live webinar or recorded instruction. The live webinar is 3 days of instruction.

The course also includes:

  • Two full-length mock exams
  • BCC CFP Certification Education Program material
  • 90-day study schedule.
Soldout
$0.00

There are two financial planning certification available through FP Canada™ and BCC will support students en route to both.

It is a good idea to review the FP Canada website for full details and schedule some time with Kelsey, our Student Advisor, to discuss your plans (email phone).

The CFP® certification is designed for advisors that want to provide advice to clients across a range of situations, including more complex cases. The QAFP™ is great for advisors working with Canadians with less complex financial planning needs.

Check out the paths and details on each step below.

Certification Paths

Direct Path to CFP® Certification [+]

QAFP™-to-CFP® Path to Certification [+]

Direct Path to QAFP™ Certification [+]

Path Components

Core Curriculum (QAFP™ & CFP® Certifications) [+]

Introduction to Professional Ethics (QAFP™ & CFP® Certifications) [+]

QAFP™ Exam (QAFP™ Certification) [+]

Professional Education Programs (QAFP™ and CFP® Certifications) [+]

Advanced Curriculum (CFP® Certification) [+]

CFP® Exam (CFP® Certification) [+]

Work Experience (QAFP™ & CFP® Certification) [+]

Post-Secondary Education Requirement (QAFP™ & CFP® Certification) [+]

$300.00

The BCC Advanced Curriculum is an FP Canada-approved foundation course for students pursuing their Certified Financial Planner® (CFP®) certification.

The Advanced Curriculum introduces you to complex planning issues. This course is sometimes referred to as Unit 7 because it builds on the blocks, blueprints, tools, and construction skills you developed in units 1-6 of the BCC Core Curriculum.

The BCC Advanced Curriculum will introduce you to 2 more “clients,” but this time their financial planning needs are more complex. As you work through this unit, you’ll learn to apply the content in the textbook to these realistic case study scenarios.

The online resources give you a variety of approaches to your studies:

  • Instructors, graders, and student advisors provide support, including daily monitoring of discussion forums by a course instructor.
  • Electronic textbooks are supported by recorded instruction or optional live instruction.
  • Access video playlists and forums with instructor participation.
  • Receive feedback-based assignments and quizzes.

Self-paced study
30 hours

With live instruction
60 hours

Unit 7: Advanced Curriculum

  • Intro to Business Structures
  • Corporate Taxation
  • Financial Planning for Business Owners
  • Advanced Tax Concepts
  • IPP and RCA
  • Living Benefits Insurance and Accessing Cash Values
  • Domestic Contracts
  • Estate Freezes
  • Trusts
  • Buy Sell Agreements

Prerequisites

Format

You can choose online, self-paced study, live instruction, or a combination of all three.

FP Canada™ Introduction to Professional Ethics (CFP® & QAFP™ Designation)
Soldout
$0.00

The Introduction to Professional Ethics (IPE) is a required course for both QAFP™ and CFP® certification routes. IPE is administered by FP Canada Institute™ – click here for more details.

Expect to spend about 3 hours on this self-paced, online course.

FP Canada™ Professional Education Programs (CFP® & QAFP™ Designation)
Soldout
$0.00

The Professional Education Programs (PEP) are offered by FP Canada Institute™ and focused on the application of the Body of Knowledge content covered in the Core and Advanced Curricula. Click here for more details. Depending on the routes and plans for challenging the QAFP™ and CFP® Exams, candidates may choose to do the CFP® PEP or the QAFP PEP followed by a bridge to CFP® PEP. Discuss your options with Kelsey.

Expect to spend about 120 hours and $1,500 on the CFP® PEP self-paced course.

QAFP™ PEP will be available in 2020. Expect to spend about 80 hours and $750 on this self-paced course.

The QAFP-to-CFP® bridge will be available in 2021. Expect to spend about 30 hours on this self-paced course, following completion of the QAFP PEP.

translation missing: en.general.search.loading