top of page

Choose your pricing plan

  • Best Value

    Full Package

    800CA$
    8 weeks before the CFP exam
    Valid for 3 months
    • Access All Prep Courses
    • 20 Hours Lectures and Case Study
    • Access Prep Notes and Quiz
    • Study Group Q&A
    • 20% off for 11th hour crash
  • 11th Hour 考前冲刺

    350CA$
    1 week before the CFP exam
     
    • Perfect for Students Looking for -
    • Exam Guideline Orientation
    • 3 Hours Final Review Course
    • Last Minute CFP Exam Prep Study
  • CFP Exam Prep Note

    600CA$
    Notes, Quiz and Case Study
    Valid for 3 months
    • Comprehensive Review Notes On The 6 Areas
    • Review Questions & Case Study Pack
    • 20% off for 11th hour crash
  • Estate Planning

    100CA$
    Estate Planning single course
    Valid for 3 months
    • Estate Planning basic knowledge video
    • Estate Planning prep notes
    • Estate Planning quiz and case
  • Investment Planning

    200CA$
    Investment Planning (2 Courses)
    Valid for 3 months
    • Investment Planning Fundamental Course Videos
    • Investment Planning Prep Notes
    • Investment Planning Quizes and Cases
  • Pension & Retirement

    300CA$
    Government Pension, Group Pension and Retirement Planning
    Valid for 3 months
    • Pensions Fundamental Course Videos
    • Retirement Planning Fundamental Course Videos
    • Pension Prep Notes
    • Retirement Planning Prep Notes
    • Pension Quizs and Cases
    • Retirement Planning Quizs and Cases
  • Tax Planning

    200CA$
    Tax Planning (2 Courses)
    Valid for 3 months
    • Tax Planning Fundamental Course Videos
    • Tax Planning Prep Notes
    • Tax Planning Quizes and Cases
  • Financial Management

    100CA$
    Financial Management Overview
    Valid for 3 months
    • Financial Management Fundamental Course Video
    • Financial Management Prep Notes
    • Financial Management Quizes and Cases

CAN'T FIND THE BEST SUITS YOUR NEEDS?

ADD ON CLASSES

AdvsorU--logo only.png
ip.jpg
Approved%20CE%20logos_1_edited.png

Investment Planning

Fundamental to Intermediate Level -- 2 CE credits

Duration: 2 hr

  • Types of investments

  • Introduction of investment products

  • Basic knowledge of Mutual Funds, Seg-Funds, Income Trust, Exchange Traded Funds, Hedge Funds

ep_edited.jpg
Approved%20CE%20logos_1_edited.png

What's estate planning? When to start it?

Fundamental Level -- 1 CE credit

Duration: 1 hr

  • Deifinition of estate planning

  • The objection of estate planning

  • The goal of estate planning

  • Taxation on death and the type of wills

fp.jpg
Approved%20CE%20logos_1_edited.png

Financial Planning Practices

Fundamental to Intermediate Level -- 1 CE credit

Duration: 1 hr

  • Financial Planning Process

  • The process of Collection

  • The process of Analysis

  • The process of Recommendation

rpep.png
Approved%20CE%20logos_1_edited.png

The Retirement Source from Employer Pension

Fundamental Level -- 1 CE credit

Duration: 1 hr

  • Canada's retirement income system

  • Definition of OAS, GIS, CPP/QPP

  • The eligibility, amount, and calculation of the government pension income

rpgp.png
Approved%20CE%20logos_1_edited.png

The Retirement Source from Government Pension

Fundamental Level -- 1 CE credit

Duration: 1 hr

Canada's retirement income system

Introduction of RPP, DB, DC, IPP, DPSP, and Retiring Allowances

bottom of page