Terms with Tag Financial Planning

  • Advocis Protective Association (APA)Company, Canada,
      Protects Advocis members by offering comprehensive errors and omissions insurance coverage.
    • Canadian Institute of Financial Planning (CIFP) Company, Mississauga, Ontario, Canada, Important,
      • Canadian Securities Course (CSC)Acronym, Canada,
        • Offers studies and analysis on Canadian marketplace and its economy focusing on fixed-income securities, segregated / hedge funds, and equity transactions.
        An investment management course recognized by the Canadian Securities Institute.
      • Canadian Securities Institute (CSI) Company Est. 1970, Canada,
        • Offers financial services education and is endorsed by regulatory authorities across Canada.
        Better known as CSI Global Education Inc.
      • Certified Financial Planner (CFP)Acronym, Canada, Important,
          Certification awarded in Canada by Financial Planners Standards Council (FPSC).
        • Chartered Financial Consultant (CH.F.C)Acronym,
          • Chartered Life Underwriter (CLU)Acronym, Canada, Important,
              A professional designation demonstrating knowledge of life insurance products.
            • Creative Planning Financial Group (CPFG) Company Est. 1971, Toronto, Ontario, Canada,
              • Financial Advisors Association of Canada (FAAC) Company Est. 1906, Canada,
                  Better known as Advocis.
                • Institute of Advanced Financial Planners (IAFP) Company Est. 2002, Vancouver, British Columbia, Canada,
                    Offers the R.F.P.® (Registered Financial Planner™) professional designation.
                  • Investment Management Techniques (IMT)Acronym, Canada,
                    • Offers in-depth studies in investment policies, risk tolerance, securities, international investing and managed products.
                    An investment management course needed to receive a CIM designation.
                  • Life Underwriters Association of Canada (LUAC)Company, Canada,
                    • Managers Association of Insurance and Financial Advisors of Canada (MAIFAC)Company, Ontario, Canada,
                      • Office of the Superintendent of Financial Institutions (OSFI) Bank, Canada, Important,
                        • Personal Financial Services Advice (PFSA)Acronym, Canada,
                          • Offered to financial planners for insights into building client relationships using proper communication and procedures.
                          A financial planning course.
                        • Society of Trust and Estate Practitioners (STEP) Company Est. 1998, Canada,
                          • Provides domestic and international advice on trust and estates, including planning, administration and related taxes.
                          Known as STEP Canada.
                        • Specialist in Financial Counseling (SPC)Acronym,
                          • Vancouver Financial Planning Consultants (VFPC) Company Est. 1985, British Columbia, Canada,
                            • Wealth Management Essentials (WME)Acronym, Canada,
                              • A course in budgeting, saving and debt / risk management in relation to retirement planning, estate planning and annuity based financial products.
                              A financial planning licensing course.
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