Financial Planner Exam Preparatory Course

This review course is designed for candidates preparing for the Financial Planners Standards Council (FPSC) Certified Financial Planner Examination. In addition, it will be of interest to those who have already qualified for the CFP designation and are in search of CE (technical) credits.

The course will be offered on three weekends preceding the CFP examination. The focus of the sessions will be those areas in the CFP Examination Syllabus whose level of competence requirements are Level 3 (Mastery) and Level 2 (Comprehension).

The instructional methods used will include lectures, homework assignments, case analysis, problem solving and mock examinations.

The instructors for this course have all had experience teaching the courses leading to the Diploma in Financial Planning and Honours BBA with concentration in Financial Planning offered at Wilfrid Laurier University.

Course Length: 3 weekends, Saturday & Sunday, 8:30 a.m. - 5 p.m.
Dates: May 10 & 11, May 24 & 25, May 31 & June 1, 2008 (classes not scheduled on May 17 & 18 due to Victoria Day long weekend).
Instructor: School of Business and Economics faculty
Cost: $575
Location: Waterloo Campus

Laurier reserves the right to cancel this course due to insufficient enrolment. In the event of cancellation, students will be informed by April 11, 2008 and all fees will be refunded.


Registration Form

For details on how to submit your registration, please refer to the registration form, or visit the Registration section.
Phone 519.884.0710 ext. 6036 or email conted@wlu.ca if you require additional information.