Expand/collapse block Fundamentals of Personal Financial Planning 10th Edition - Self Study

Fundamentals of Personal Financial Planning 10th Edition - Self Study

CUSOURCE / 4. CUICĀ® Courses and Programs / 4.1 Courses

Course Code







January 1 2017 8:30 am to August 31 2017 7:30 pm

Session Dates

November 15 2017, 9:30 am to 12:00 pm EST

Cancellation Deadline

January 1 2017 8:40 am


Cambrian College - Sudbury
Main Building, Room 3522, Test Centre
1400 Barrydown Road, Sudbury ON, P3A 3V8

Who Should Attend


Event Description

This 10-module independent or self-study course is ideal for employees who want to increase their confidence when talking with members about any aspect of their financial life and who want to make solid referrals to their qualified financial planners. The course covers the basics of cash management and budgeting, debt management, insurance and risk management, education planning, investment planning, retirement planning, tax planning, and estate planning. Completion of the course counts as a credit in the CUIC Management Studies Program and the course fee includes one exam sitting. The passing grade is a score of 60% on the final 2.5 hour exam.

For more information, click on the link to the full description:

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Description Link

View or Download Description: CUC-240-FPFPE10-SLS_DES.pdf

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