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Continuing Education → Professional Development

FP Solutions: Getting Started (LCI0256)


Description

In this course, we’ll introduce the Basic version of the FP Solutions software, how to create a client file, make data entries and how to analyze data with a retirement capital needs analysis. Get your plan on!

Institute accredited CE: 1.0
FP Canada Accreditation: 1.0 Financial Planning




This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: IAS17143601 / 5942 CE Credit Type: Professional Development

Content
  • Creating a New Financial Plan
  • Step 1: Entering Personal Information, Goals and Objectives
  • Step 2: Risk Tolerance and Areas of Concern
  • Step 3: Lifestyle, Retirement, Survivor and Estate Needs
  • Step 4: Sources of Income and Government Benefits
  • Step 5: Non-registered Investments and Education Savings
  • Step 6: RRSPs and RRIFs
  • Steps 7 and 8: Pension Plans
  • Step 9: Real Estate
  • Step 10: Personal-Use Assets and Liabilities
  • Step 11: Life and Disability Insurance
  • Saving a Client Plan
  • Reviewing the Client Data
  • Retirement Capital Needs
  • Final Test
  • FP Solutions Test
Completion rules
  • You must complete the test "FP Solutions Test"
  • Leads to a certification with a duration: Forever