Niagara University in Ontario is excited to announce a new partnership with the Canadian Institute of Financial Planning® to provide a comprehensive course in personal finance, designed to prepare students for the qualifying exams required to earn the Chartered Financial Planner® designation.
The course, titled Case Studies in Financial Planning (FIN 678), covers essential topics necessary for success on the Chartered Financial Planner exams and in Canada’s banking, investment advisory, and insurance industries. Through the use of relevant case studies and leveraging professional experiences, the course will delve into areas such as investment strategies, retirement planning, taxation, and risk management. It is ideal for individuals looking to advance their careers in financial services by gaining the skills and knowledge needed to help clients achieve their financial goals. Financial institutions across Canada are in search of professionals equipped with these competencies.