Developing a High Impact Financial Plan (On-Demand - CFI)
Overview
The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, to be offering best-in-class service to your clients by adding value, lowering fees, and deepening your client relationships. In CFI’s “Developing a High Impact Financial Plan” course, we will introduce the 7 core components of a financial plan and each of them will add value for your clients.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- Demonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors
- Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios
- Advise clients on best practices for effective goal-setting and how to make their dreams a reality
- Support clients as they prioritize their financial goals and make adjustments throughout the relationship
- Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice
- Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice
Content
- Learn how to give your clients best-in-class advice and service by adding value, lowering fees, and deepening the relationship.
- Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios.
- Understand the risks and considerations of each component and how to mitigate them.
Course Content Created: March 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Developing a High Impact Financial Plan (On-Demand - CFI)
- 2.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, to be offering best-in-class service to your clients by adding value, lowering fees, and deepening your client relationships. In CFI’s “Developing a High Impact Financial Plan” course, we will introduce the 7 core components of a financial plan and each of them will add value for your clients.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- Demonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors
- Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios
- Advise clients on best practices for effective goal-setting and how to make their dreams a reality
- Support clients as they prioritize their financial goals and make adjustments throughout the relationship
- Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice
- Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice
Content
- Learn how to give your clients best-in-class advice and service by adding value, lowering fees, and deepening the relationship.
- Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios.
- Understand the risks and considerations of each component and how to mitigate them.
Course Content Created: March 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.