Course Details

The Core Curriculum makes up the technical knowledge that is required of a financial planner and is the first step on the route to the FP Canada™ designations. Based on the FP Canada™ Body of Knowledge, the BCC Core Curriculum helps provide candidates and advisors with the building blocks, blueprints and tools needed to construct financial plans for Canadians. BCC is an FP Canada-approved Core Curriculum provider. Core Curriculum is required by both QAFP™ and CFP® candidates.

The BCC Core Curriculum will introduce you to 7 new “clients,” each with a unique – but common – situation. As you work through the sections of the curriculum, you’ll learn to apply the content in the textbook to these realistic case study scenarios. You may even find that a few chapters into the program your approach with your actual clients has started to change!

The online resources allow students a variety of approaches to their studies and are supported by instructors, graders, and our student advisors. Electronic textbooks are supported by recorded and live instruction, video playlists, forums with instructor participation, and feedback-based assignments and quizzes. Our focus is on helping you understand the material, prepare for the FP Canada™ courses and exams, and, importantly, provide your clients with value-added advice and service.

To discuss the approach that works best for your situation – or to get any of your questions about the program answered – email or schedule a call with Kelsey today.

Students may wish to add on engaging live instruction to help achieve the goal of timely completion and a thorough understanding of the content. Our unique weekly instruction approach is scheduled around FP Canada™ program timelines and takes students through the Core Curriculum in half a year. This is a great approach for students looking for structure and accountability. Mix-and-match live and self-paced delivery for a program that meets your requirements.

The BCC Core Curriculum is made up of 18 chapters split across 6 units (click here to print):

Unit 1: Personal Finance Building Blocks [+]

Unit 2: Benefits, Math & Legal Building Blocks [+]

Unit 3: Blueprints (Taxation) [+]

Unit 4: Investment & Insurance Tools [+]

Unit 5: Retirement & Estate Planning Tools [+]

Unit 6: Construction (Behaviour, Practices & Regulation) [+]

Candidates may then choose to attempt the QAFP™ Exam or proceed to the Advanced Curriculum.

Prices and Dates

Subscription Option

$125 Monthly

Get all the same resources as the Flat-Fee option, but spread out your fees.

No Minimum Subscription Required.

*Click above to start registration
RELATED COURSES
Exam Prep (CFP® Certification Education Program)

Get It
CFP® and QAFP™ Designation Routes

Get It
BCC Advanced Curriculum (CFP® Designation)

Get It
FP Canada™ Introduction to Professional Ethics (CFP® & QAFP™ Designation)

Get It
FP Canada™ Professional Education Programs (CFP® & QAFP™ Designation)

Get It
Continuing Education Seminars

Get It
A&S Only Course

Get It
Exam Prep (CFP® Certification Education Program)

Get It
Top Up from A&S Course

Get It
Live Instruction & Additional Resources

Get It
A&S Only (Live Instruction)

Get It
Financial Planning Exam Prep (CFP® & QAFP™ Designation)

Get It
BCC Advanced Curriculum (CFP® Designation)

Get It