Courses Offered

Mutual Fund License

Earn your Mutual Fund Dealer - Dealing Representative License - IFC / CSC

Insurance Advisor License

Jump-start your career in Financial Services. Pass HLLQP & get licensed to sell Insurance.

RIBO License

Get Licensed to deal directly with the public for property and casualty insurance. 

Real Estate License

Become a licensed Real Estate Representative in Canada and fast-forward your career.

Financial Planning Courses

FP-1, FP-2, PFSA, AFP and FPSU courses provided by Canadian Securities Institute.

CHS Designation

Earn designation to raise your bar of professional standards as a Financial Advisor. 

MUTUAL FUND LICENSE

IFC - INVESTMENT FUNDS IN CANADA 

IFC is the most popular investment funds course available through which you can earn your mutual fund sales license. Investment Funds in Canada (IFC) course will give you the certification you need to start giving advice and to start helping your clients make smart investment decisions based on their needs. 


CSC - CANADIAN SECURITIES COURSE

 In today’s highly competitive financial services landscape, employees who are committed to their personal development are the ones who excel. The CSC is the foundational financial services credential that top employers demand. The CSC® is a baseline regulatory requirement to perform securities and mutual fund transactions in many financial services positions. 

INSURANCE ADVISOR LICENSE

HLLQP - Harmonized Life License Qualification Program

Congratulations on your interest in a career as a life insurance agent; it is a fantastic industry with literally unlimited income potential. The first step in becoming a licensed life insurance agent begins with taking and completing the Harmonized Life License Qualification Program (HLLQP). 

RIBO LEVEL 1 LICENSE

RIBO - Registered Insurance Brokers of Ontario
Insurance brokers are independent insurance professionals, and in Ontario are governed by the Registered Insurance Brokers Act and licensed though the Registered Insurance Brokers of Ontario (RIBO). Brokers sell all types of P&C coverages including home, business, and automobile insurance. They offer product choice from a variety of companies and offer independent advice, always representing their clients' best interests. 

FINANCIAL PLANNING COURSES

The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning.  


The Financial Planning II (FP II) will provide you with advanced knowledge of key financial planning strategies. 


The Personal Financial Services Advice (PFSA) course helps you translate the unique requirements, challenges, and opportunities of every client into credible plans that advance their financial position. 


The Applied Financial Planning (AFP) Certification Examination is an important and necessary step to become certified as a Personal Financial Planner.


The Financial Planning Supplement (FPSU) course provides you with comprehensive coverage of the financial planning process, which is essential for your career advancement and prepares you to earn an industry designation.  

CHS DESIGNATION

CHS - Certified Health Insurance Specialist

The Certified Health Insurance Specialist (CHS) designation was established to raise the bar on professional standards and practice methods of financial advisors in the health insurance sector, and to provide designation holders with expertise in this specialized field. 

OTHER PROGRAMS

For all other programs in Investments, Insurance, Financial Planning, Retail Banking, Compliance Officer - Please contact us at learn@financecoach.ca