“ We strongly believe when making a

“We strongly believe when making a
recommendation to clients you should
be able to model outcomes and compare
recommendations to alternative strategies.
FP solutions is the most comprehensive financial
modelling tool we have experienced and is
integral to our reputation and success. Product
manager Mike Howe is an important part of our
virtual planning team.”
Scott Harris and Bob Fleischacker
Stonehaven Financial
CCH Financial
Planning
If you provide financial advice or financial planning,
the CCH Financial Planning section offers you a
variety of tools to help you do your job faster,
easier, and better.
CCH Financial Planning
Financial Planning Software
FP Solutions™ – Performance Planning
Get the power of FP Solutions working for you. The right financial planning software can change the way
you do business and enhance your practice.
Clients appreciate it when you add value – and no other software offers more value to your clients then FP
Solutions. You will appreciate how quickly and easily this modular software lets you build the right plan for
every client – from the simplest retirement model to the most complex financial plan for business owners.
You also have the support of our industry-leading training and technical support teams, all part of your
subscription and available when you need it.
Here are just some of the features available on all levels of FP Solutions that will add value to your practice:
Features available on all levels of FP Solutions:
• Annual Review Tool – extended fact-finder that lets you compare original plan with current data
• Electronic FactFinder – print or e-mail to clients to complete and incorporate directly into plan
• T1 tax calculations – built into the program for more accurate results throughout the plan –
no guesswork or assumptions
• Customize documents and reports – branded for you and personalized for your clients
• Fully password protected – PIPEDA compliant, protect both the software and individual client files
• Variable risk profiles – set different risk tolerances for different investments
• Data Entry and Task Wizards – keeps you and the plan organized and on track
• Third-party client data import – including CANTAX, TaxPrep, insurance, and mutual fund historical data
• Free training and technical support
• FP Focus – powerful Executive Summary
See the chart on page 148 for a full listing of the planning modules and features available at each level.
“We would highly recommend CCH FP Solutions as a corporate application.
Our goal was to find an enterprise-wide financial planning solution to provide
a level of consistency and professionalism amongst our sales force. The
requirements were that it would integrate well with our Wealth Management
platform and meet the needs of a large and diverse user base. We have found
CCH FP Solutions to be the most comprehensive package available in Canada,
meeting the planning needs of our advisors across the organization. The
support and training offered by CCH is excellent”
Rhonda MacDonald, Wealth Management Services
Wellington West Capital Inc.
ISBN: 1-55367-156-2
$300 per year
011E
FP Solutions™ Basic
It may be called “basic”, but it’s loaded with client-pleasing features. FP Solutions Basic makes it easy for
you to give your clients a clear and compelling picture of their financial situation. And it gives you all the
information you need to confidently guide them in the right direction.
FP Solutions Basic includes these planning modules:
• Full investment planning
• Full retirement planning
• Education savings
• Lifestyle needs
• Sales concepts
Legend
2
Book
Loose Leaf
•
•
•
•
CD
Investment deposit/withdrawal solve tools
Loan and debt amortization
Personal-use real estate and assets
Monte Carlo simulations
Internet
CD and
Internet
News Tracker
$520 per year
012E
FP Solutions™ Plus
One feature that makes FP Solutions so popular is its modular structure. Each level builds on the previous
with more advanced planning modules. FP Solutions™ Plus includes additional modules to give you more
in-depth financial planning capability, including sophisticated tax strategies and comprehensive insurance
needs analysis.
The additional capabilities of FP Solutions Plus include:
• Insurance needs
• Commercial real estate
• Disability capital needs (DI, CI, LTC)
• Estate capital needs (tax and liquidity)
• Survivor capital needs (life insurance)
“…I am a regular caller to tech support for FP Solutions… the overall level of
client care is among the best I have seen from a large organization, or any
organization for that matter…client care standards are clearly in place and
substantially above the competition…THANK YOU…”
Financial Planning Software
isbn: 1-55367-157-0
Noman Rutherford
Wellington West Capital Inc.
isbn: 1-55367-158-9
$880 per year
013E
FP Solutions™ Advanced
With FP Solutions™ Advanced, you’ll be able to analyze your client’s entire financial situation, no matter
how complex it may be. It also helps you to prepare plans faster and more easily because it includes
powerful administrative tools to guide you through the planning process.
Additional planning features of FP Solutions Advanced include:
• Detailed income projections
• Planning assistant
• Advanced net worth and cash flow projections
• Common planning strategies
• Change in financial position – show the value of your advice
“I won’t take a new client without completing a financial plan first. FP Solutions
provides clients with an excellent financial picture in an easy to understand
format. Using FP Solutions, I have not had to do cold calling as my clients
continually refer new clients to me because of the plan.”
Ed Rachynski, RFP
Dundee Securities
isbn: 1-55367-159-7
$1295 per year
014E
FP Solutions™ Business
FP Solutions™ Business is the most powerful, all-inclusive financial planning software on the Canadian
market. Today it gives you the ability to do both personal and full corporate planning – everything you
need for your most sophisticated clients.
It includes all personal planning modules, plus corporate planning modules such as:
• Estate freezes, family trusts
• Shareholder loans and share redemption planning
• Holding and operating companies
• Corporate-owned life insurance
• Corporate-owned investment portfolios
• And much more
and real estate
To Order: 416 224 2248
■
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■
cservice@cch.ca
■
www.cch.ca
3
CCH Financial Planning
Please Quote Promo Code CCH2008
FP Solutions Software Features
FP Solutions
Basic
FP Solutions
FP Solutions
PlusAdvanced
FP Solutions
Business
Software Features
Annual Review Tool
yes
yes
Solve for deposit, withdrawal, and amount
yes
yes
Data entry wizards
yes
yes
Task wizards
yes
yes
Ability to create custom documents/reports
yes
yes
Electronic fact-finder and client snapshot
yes
yes
Planning concepts (Leverage, Estate Protection, etc.)
yes
yes
Monte Carlo Simulations
yes
yes
Spreadsheet view
Planning Assistant
Common planning strategies
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
FP Focus – Executive Summary
yes
yes
yes
Investment Profile, KYC
yes
yes
yes
Lifestyle Needs
yes
yes
yes
Sources of Income
yes
yes
yes
Non-registered Investments
yes
yes
yes
Education Savings
yes
yes
yes
Trust Investments
yes
yes
yes
Registered Investments
yes
yes
yes
Defined Contribution Pensions
yes
yes
yes
Defined Benefit Pensions
yes
yes
yes
Annuities
yes
yes
yes
Personal-Use Real Estate, Cottage
yes
yes
yes
Other Assets
yes
yes
yes
Other Loans
yes
yes
yes
Other Debts
yes
yes
yes
Life Insurance
yes
yes
yes
Retirement Capital Needs (Saving & Investing)
yes
yes
yes
Commercial Real Estate
yes
yes
Stock Options
yes
yes
Survivor Capital Needs (Life Insurance)
yes
yes
Estate Capital Needs (Tax and Liquidity)
yes
yes
Disability Capital Needs (DI, CI, LTC)
yes
yes
Advanced Income Projections
yes
Advanced Cash Flow Projections
yes
Advanced Net Worth Projections
yes
Change in Financial Position, Value of Advice
yes
Corporate Planning:
· Estate freezes, family trust
· Crystallize capital gains
· Share redemption planning
· CDA & RDTOH calculations
· Holding companies
· Operating companies
· Corporate-owned life insurance
· Corporate-owned investment portfolio
· Corporate-owned real estate
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
Planning Modules
Legend
4
Book
Loose Leaf
CD
Internet
CD and
Internet
yes
yes
yes
yes
yes
yes
yes
yes
yes
News Tracker
isbn: 1-55141-288-8
$930 per year
E515
$930 per year
J515
$1,112 per year
K515
oneSource – The Canadian Financial Planning Library
oneSource – available in both CD-ROM and Internet format. Get all the financial and estate planning
information you need in one comprehensive resource.
Keyword searchable and continuously updated, oneSource is like having a personal search engine dedicated
to your business. Thousands of hypertext links walk you through commentary, articles, government forms
and checklists to ensure your research is thorough and accurate. And with copy, paste and print functions,
you can use the information in your own client materials and reports. Put innovative strategies and industry
best practices to work for you and your clients with oneSource.
Topics include:
Features:
• Complete retirement and estate planning
• Keyword and phrase searches make
information retrieval quick and easy
• Investment planning and products
• Will, trusts, and pension plans
• Full tax and taxation issues, including
U.S. information
• Comprehensive insurance information
• CRA, HRDC, and regulators’ checklists
and forms
• Legal, compliance, and finance matters
• Practice management tips and financial
template letters
• Hypertext links walk you through commentary,
and government forms and checklists
• Copy, paste, and print functions allow
you to use information in your own client
materials, newsletters, or Web pages
Financial Planning Research Products
Financial Planning Research Products
• Includes two monthly newsletters: Estate
Planning for Financial Advisors and The
Financial Planner
• The subscription is updated frequently so
you stay current and up-to-date on all the
topics you need to know.
Bonus newsletters! With your subscription to oneSource, you will receive free subscriptions to two
monthly electronic newsletters: Estate Planning for Financial Advisors and The Financial Planner
(Both valued at $175. See below.)
ISSN: 1-480-2546
$175 per year
L059
$175 per year
L261
You’ll find staying up-to-date easy and convenient with this electronically-delivered monthly newsletter.
It will keep you abreast of professional issues and events affecting you and your clients, plus relevant
developments from the courts and legislators. In addition, each month, you’ll have feature articles
from leading financial practitioners on cutting-edge issues. This newsletter is available in electronic (PDF)
format only.
Estate Planning for Financial Advisors – Newsletter
This electronically-delivered monthly newsletter will keep you up-to-date on legislative and judicial
developments that relate to estate planning. It also includes feature articles, significant cases, and
summaries of proposed measures that could have an impact on estate planning. This newsletter is
available in electronic (PDF) format only.
To Order: 416 224 2248
■
1 800 268 4522
■
cservice@cch.ca
■
www.cch.ca
5
CCH Financial Planning
Please Quote Promo Code CCH2008
The Financial Planner – Newsletter
CCH Financial Planning
Financial Planning Books
isBn: 9781553678663
To be Published: October 2008
$59.95
890B
The Advisor’s Guide to the Aging Client and Long Term Care Issues
New 2nd Edition – Available Early 2009
This updated and expanded edition is revised with wider scope and content around LTC insurance and
the issues facing aging clients.
As the leading edge of the baby boomer generation turns 61 this year, there is growing awareness of
the importance of LTC insurance and concerns specific to the aging client. This book will provide the
information needed by Advisors looking for guidance in setting the groundwork for financial planning
that incorporates long term care for the older client. This new edition will be available in June 2008.
isBn: 9781553678670
To be Published: 2009
$59.95
891B
The Advisor’s Guide to Disability Insurance and Other Living Benefits
New 2nd Edition – Available Early 2009
This updated edition includes new sections on Disability Insurance, as well as Critical Illness and other
living benefits.
This publication is revised and expanded to better educate the Financial Advisor on Disability and other
living benefits in context of the realities faced in today’s challenging work and lifestyle environment.
This new content is relevant to the current needs of the financial planning market – understanding these
products and where they are needed is critical to successful client assessment and product placement.
This new edition will be available in October 2008.
isbn: 1-55367-560-6
Published: September 2006
$49.95
464B
The Advisor’s Guide to Business Succession Planning, 3rd Edition, 2006
Author: Malcolm T. Scarratt, MA, CFP, CLU, CHFC, TEP
A comprehensive guide that helps financial advisors initiate and plan for their clients’ business succession.
Legal, tax, insurance, and financial implications are discussed. Practical and analytical, this book focuses
on the personal and emotional issues involved, potential obstacles, and solutions.
Topics covered:
• Getting started
• Family-owned businesses
• Small business gains exemption
• Business valuation
• Circumstances of sale, such as retirement, disability, or death
Legend
6
Book
Loose Leaf
CD
• Insurance
• Succession planning for the advisor
• Identification of appropriate buyers
• Determination of clients’ key motivators
• NEW: The Advisor’s Own Business
Succession Planning
Internet
CD and
Internet
News Tracker
$39.95
445B
New Edition
coming October
2008
isbn: 9781553677574
Published: December 2007
English Version
$12.95
724B
Estate Planning with Life Insurance, 3rd Edition
Financial Planning Books
isbn: 1-55367-535-5
Published: October 2005
Author: Glenn R. Stephens, LLB
This book outlines the many roles that life insurance can play for business owners and high net worth
individuals. This practical guide is designed to help insurance and financial advisors understand the
unique ways life insurance can help their clients meet their financial objectives.
Topics covered:
• The Role of the Insurance Professional in the Estate Planning Process
• Taxation Overview
• Life Insurance and the Need for Estate Liquidity
• Introduction to Corporate-Owned Life Insurance
• Life Insurance and Business Succession
• Using Life Insurance for Benefits During Lifetime
• Using Legal Documents as Sales Tools
• Life Insurance and Trusts
• Creditor Protection
• Disability Buyouts and Critical Illness Insurance
• Family Law Act (Ontario)
Financial Advisor’s Pocket Reference, 2007-2008
This handy booklet provides financial advisors with easy access to some of the core financial planning
information needed during the course of day-to-day business. It also provides information that helps add value
to conversations with clients, as it contains information about the financial components of many life situations,
such as a comparison of housing prices for similar detached bungalows across Canada, or what an employee
should expect from an employer in terms of acceptable maternity leave or vacation pay. Published annually.
The Financial Advisor’s Pocket Reference is available for bulk purchase at excellent discount rates.
Contact CCH Customer Service for details.
Provides quick reference to:
• RRSPs, RRIFs, RESPs
• Estate planning
• Taxation
• Employment and consumer issues
• Government websites
• Insurance
isbn: 9781553677581
Published: December 2007
French Version
$12.95
740B
To Order: 416 224 2248
■
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■
cservice@cch.ca
■
www.cch.ca
7
CCH Financial Planning
Please Quote Promo Code CCH2008
CCH Financial Planning
CFP® Education Program Courses
CCH and Advocis do not award the
CFP and Certified Financial Planner
designation. The right to use the
marks CFP®, CERTIFIED FINANCIAL
PLANNER®, and
is granted under
licence by FPSC to those persons who
have met its educational standards,
passed the FPSC CERTIFIED FINANCIAL
PLANNER Examination, satisfied a work
experience requirement, and who abide
by the FPSC Code of Ethics.
CFP® (Certified Financial Planner) Education Program,
provided by CCH Canadian Limited and Advocis
Are you considering working toward a professional financial planning designation? As the demand for
financial planning and advice increases, the value of being a CFP® professional also grows. The mark
CERTIFIED FINANCIAL PLANNER is held by more than 17,000 people in Canada and nearly 100,000
worldwide. Passing the CFP® Examination administered by Financial Planners Standards Council (FPSC)
is a key requirement to obtaining the CFP® designation. FPSC requires that all examination applicants
take an accredited qualifying program, unless they meet their pre-qualifying criteria.
To enable you to qualify to write the CFP® Examination, CCH Canadian Limited in alliance with Advocis
(Financial Advisors Association of Canada) publishes the accredited CFP® Education Program. This current
and complete education program contains 19 modules organized into four courses which match the
knowledge list requirements of the FPSC Competency Profile and Examination Blueprint. A new Fifth
Course has been added to provide case study applications and an examination review and preparation
opportunity. The assessment portion of our program reflects the new requirement that test questions
are tied to key competencies.
For each course there is a test for each module and a course exam. The courses are taken in numerical
order as one builds on the other. Once you have successfully completed this program, you will be fully
prepared to take the comprehensive CFP® Examination administered by FPSC.
You may register in our self-study version of CFP® Education Program and take the courses online
through CCH’s learning website Training Sphere. Or you can take in-class instruction through one of our
many academic partners; these are Canadian post-secondary institutions that offer our CFP qualifying
program as undergraduate, post-graduate, and/or part-time programs. Ontario residents may also
choose an instructor-led online option called OntarioLearn, which combines the benefits of experienced
instruction with the flexibility of online learning.
Whether you choose online or in-class study, you will receive a complete, up-to-date, study text for each
course. Unique to our CFP® qualifying program is the bonus offer of free CCH financial planning software
used by practitioners; both a comprehensive reference library for further learning and a planning software
program are included on CD-ROMs accompanying the texts.
The courses of the CCH/Advocis CFP® qualifying program are the foundation courses for the CLU program
offered by the CLU Institute at Advocis. Each CFP® course taken successfully counts for 30 CE credits.
As a registrant in the CCH and Advocis CFP® Education Program, you have access to the support services
of two industry-leading organizations. For more information, see the course descriptions on the following
pages and/or visit our respective websites. Contact us at CCH for more information or guidance. Contact
Advocis to register in the program.
“The CCH/Advocis course is excellent. The material gives you exactly what you
need to know without extraneous information, saving a great deal of study time.
The material is clear, concise, and easily understood without an instructor. After
completing the CFP exams, I continue to use the textbooks as reference material.
If you commit the time and energy to learning the content, this course gives
you everything you need to be a professional financial planner, and pass the
CFP comprehensive exam.”
Laura Dear
Certified Financial Planner
Legend
8
Book
Loose Leaf
CD
Internet
CD and
Internet
News Tracker
Published: Summer 2006
$390
540B – Advocis Members
ISBN: 1-55367-648-3
$450
541B – Non-Members
ISBN: 1-55367-649-I
$175 (net price)
542B – Academic Partners
ISBN: 1-55367-650-5
$218.75 (list price)
542B – Stand-alone
(not CFP registered)
ISBN: 1-55367-650-3
New Edition
coming Summer
2008
Published: Summer 2007
$390
847B – Advocis Members
ISBN: 9781553678106
$450
848B – Non-Members
ISBN: 9781553678113
$175 (net price)
849B – Academic Partners
ISBN: 9781553678120
$218.75 (list price)
849B – Stand-alone
(not CFP registered)
ISBN: 9781553678120
Course 1 (231) – Financial Planning Fundamentals: 3rd Edition
Author: Jamison Aldcorn
The four modules in this course introduce you to the fundamentals important to the discipline of financial
planning. You will acquire an understanding of the concepts and applications associated with financial
calculations and the analysis of financial statements. You’ll learn the basic concepts of contracting and
family law, and will be introduced to an analysis of government sponsored benefit programs. Additional
exercises, problems, and cases are added to the modules for self-study and application of concepts learned.
M1 Time Value of Money Fundamentals
M2 Financial Statements and Analysis
M3 Legal Fundamentals and Family Law
M4 Government Sponsored Benefit Programs
Tools include free student edition software. Sample copies and
instructor resource materials are available to academic partners.
Course 2 (232) – Contemporary Practices in Financial Planning:
5th Edition
Author: Jamison Aldcorn
The modules comprising this course introduce you to basic income tax laws and move into a more
advanced understanding of how the topics covered relate to areas of financial planning. You will review
the professional and ethical responsibilities associated with the role of a financial planner, and gain an
understanding of the structures and services within the financial industry. Different forms of business
structures are explored in depth, along with an understanding of trusts. Additional exercises, problems,
and cases are added to the modules for self-study and application of concepts learned.
M5 Taxation I
M6 Taxation II
M7 Organizational Structures
M8 Professional Standards and Financial Industry
Tools include free student edition software. Sample copies and
instructor resource materials are available to academic partners.
To Order: 416 224 2248
■
1 800 268 4522
■
cservice@cch.ca
■
www.cch.ca
9
CCH Financial Planning
Please Quote Promo Code CCH2008
Educational Resources
CFP® Education Program:
Course Descriptions
CCH Financial Planning
To be Published: Fall 2008
$390
887B – Advocis Members
ISBN: 9781553678632
$450
888B – Non-Members
ISBN: 9781553678649
$175 (net price)
Course 3 (233) – Comprehensive Practices in Risk and Retirement
Planning: 4th Edition
Author: Jamison Aldcorn
This course is designed to provide you with a comprehensive understanding of the principles and
applications related to the concepts of managing risk and retirement planning. It covers products,
issues, and practices in the area of insurance and retirement. You’ll also gain an understanding of the
risk management process along with the retirement planning process, moving through the wealth
accumulation phase into retirement. Additional exercises, problems, and cases are added to the modules
for self-study and application of concepts learned.
889B – Academic Partners
ISBN: 9781553678656
M9 Risk Management – Fundamentals, Health, and Property & Casualty
$218.75
M10 Life Insurance and Living Benefits
889B – Stand-alone
(not CFP registered)
ISBN: 9781553678656
M11 Registered Pension Plans
M12 Registered Retirement Savings Plans
M13 Retirement Income
M14 Retirement Planning
Tools include free student edition software. Sample copies and instructor resource materials
are available to academic partners.
“The textbooks published by CCH have been a great help in my studies and
continue to be as I prepare to write the Financial Planning Standard Council’s
CFP Exam. I have been impressed by the breadth and depth of the texts, their
readability, and the skills of your authors and editors in explaining complex
concepts in ways that make them easy to understand and remember.”
Steven Bekker, BSc., Student in Sheridan College’s Post-Certificate Financial Planning Program
Published: Spring 2007
$390
821B – Advocis Members
ISBN: 9781553677697
$450
822B – Non-Members
ISBN: 9781553677703
$175 (net price)
823B – Academic Partners
ISBN: 9781553677710
$218.75
823B – Stand-alone
(not CFP registered)
ISBN: 9781553677710
Legend
10
Course 4 (234) – Wealth Management and Estate Planning, 3rd Edition
Author: Jamison Aldcorn
In this course, you’ll review the basics of economics and investing. You’ll gain an understanding of investment products, investment planning, and key areas of personal financial management. In the final module, you’ll learn about estate planning fundamentals, concepts, and applications.
M15 Economic and Investment Fundamentals
M16 Investments – Products
M17 Investment Planning
M18 Financial Management
M19 Estate Planning
Tools include free student edition software. Sample copies and
instructor resource materials are available to academic partners.
Book
Loose Leaf
CD
Internet
CD and
Internet
News Tracker
$390
Course 5 – Advocis Members
675B
ISBN: 9781553677130
$450
Course 5 – Non Members
676B
ISBN: 9781553677147
$175 (net price)
CFP® Education Program Case Study and Review
This new capstone course provides an array of cases studies including single concept cases, comprehensive
cases, and integrative cases that correlate to the topics covered in more than one module. Completing
these case requirements will enable you to apply the knowledge learned in the previous four courses,
while improving understanding and aiding retention. You’ll also gain important practice in reading and
understanding cases, which will serve you well during the case portion of FPSC’s CFP® Examination.
In addition, this capstone course contains examination review material drawing from topics covered in all
19 modules of the qualifying program, which are covered in the four courses. Test and practice questions
are tied to core competencies and match the knowledge list contained in the new Competency Profile
and CFP® Examination Blueprint as administered by FPSC.
Educational Resources
To be Published: Summer 2008
Course 5 – Academic Student
677B
ISBN: 9781553677154
$218.75
Course 5 – Standalone
677B
ISBN: 9781553677154
Educational Resources
Latest Editions Bundled
$795
698B
ISBN: 1-55367-726-9
For more information or to purchase
this custom program, contact your
CCH account manager or CCH
Customer Service at:
1-800-268-4522 or
(416) 224-2248,
or e-mail cservice@cch.ca
For more detailed information on the
CFP® Designation, contact Financial
Planners Standards Council (FPSC).
Financial Planning Education for Accountants:
A Fast Track to the CFP® Examination
Why we created Financial Planning Education for Accountants: A Fast Track to the CFP® Examination
Your clients require help in managing their personal finances. As their accountant, you’ve earned your clients’
trust and respect. Helping them to manage their retirement and wealth is a natural step forward. By offering
complete personal financial services, you’ll serve their needs better, while enhancing your business practice.
The modular curriculum of our accredited CFP® Education Program enables you to focus on topics that
are least familiar or where you may require an update. This saves you time. Accountants with three years
of related industry experience may qualify to challenge FPSC’s CFP® Examination. If so, you can use this
educational product to fully prepare to earn your CFP® designation. You can also use it simply to add to and
update your financial planning knowledge for everyday use.
Content: There are a total of 19 modules provided in the CCH/Advocis CFP® qualifying program. Ten
modules are strongly recommended for accountants. They include areas of personal financial services
that you may not have studied recently, or at all, or encountered in prior work experience. These topics
were selected by accounting experts and survey respondents. They stated that having this knowledge
would help them to add significant value for their clients. There are also nine optional modules which
present the remaining topics covered in the FPSC CFP® Examination blueprint.
Self-study and Online Self-Testing: In addition to receiving four bound volumes of printed educational
content, you obtain online access to the testing portion of the qualifying program. With two
opportunities to test yourself on each module, you’ll know what to review further and when you are
ready to sit for the CFP® Examination. You may access the tests for a period of one year.
Significant Savings: You can obtain this learning at half of the price of the full registration fees of the
complete qualifying program.
Recommended Modules: The following highly recommended modules are included in printed text and
online testing: M 3 – Legal Fundamentals and Family Law; M 4 – Government Sponsored Benefit Programs;
M 8 – Professional Standards and Financial Industry; M 9 – Risk Management – Fundamentals, Health,
and Property & Casualty; M 10 – Risk Management – Life Insurance and Living Benefits; M 11 – Registered
Pension Plans; M 14 – Retirement Planning; M 16 – Investments – Products; M 17 – Investment Planning;
M 19 – Estate Planning.
In-class instruction through Academic Partners may be offered. See Ashton College for examples and contact
us for the latest offerings in your region.
Please Quote Promo Code CCH2008
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11
CCH Financial Planning
Optional Modules: Modules that cover topics also included in the CFP® Examination Syllabus: M 1 – Time
Value of Money Fundamentals; M 2 – Financial Statement Analysis; M 5 – Taxation 1; M 6 – Taxation 2;
M 7 – Organizational Structures; M 12 – Registered Retirement Savings Plans; M 13 – Retirement Income and
Other Compensation; M 15 – Economics and Investments Fundamentals; and M 18 – Financial Management.
CCH Financial Planning
ACADEMIC PARTNERSHIP for the CFP® Education Program
License: CCH Canadian, in conjunction with Advocis, sublicenses our accredited CFP® qualifying
program to post-secondary institutions which offer financial services programs. An agreement with
CCH and Advocis enables such academic programs to utilize the complete five-course CFP® Education
Program; this includes access to current and comprehensive study texts and assessment materials.
FPSC-accredited institutions that administer independent qualifying programs may also wish to
incorporate our customized published course materials into part of their program.
Agreement: For schools that decide to use the CFP® Education Program, a formal agreement is arranged which
describes in detail the delivery of the qualifying program. A favourable academic discount makes the professional
course materials affordable for students. The study texts can be sold directly through the campus bookstore or,
if necessary, arranged through the sponsoring department. Test materials, carefully correlated with the study
texts, are provided for instructors’ use in administering the course evaluations. Academic partners also have the
option of having the course exams prepared on their behalf. We provide detailed presentation slides for each
course. Solutions to additional exercises, problems and cases (in the texts) are provided only to institutions for
use as practice review, or evaluation. Additional test questions are available for student practice. A certificate of
completion is given for students successfully passing the five courses in the program.
Educational Software: Unique to the CCH and Advocis qualifying program is the inclusion of CCH’s
professional-quality financial planning software, which is provided at no additional cost. Educational
versions of FP Solutions™ Advanced and the CCH financial planning libraries (see product descriptions in
this catalogue) enable students to learn about the important productivity tools now used by financial
planners across Canada. Use of the planning software is not a requirement of this program, but it offers
a rare opportunity for students to use the same tools as practitioners, with no additional investment on
their part. Furthermore, for institutions that wish to incorporate software training into their curriculum,
CCH provides educational versions of both our excellent financial planning and tax software products.
A separate Student Guide to FP Solutions is now available for institutions offering a planning software
course. The reference library provides additional information on topics covered in the courses.
Support Services: CCH and Advocis provide knowledgeable customer support for the CFP® Education
Program. In addition, CCH Canadian’s technical support group offers expertise on our electronic products.
And co-operative marketing plans exist to support academic partners’ registration campaigns.
Equivalencies: Depending on proven prior course status, students who have taken qualifying courses
elsewhere may receive equivalency credits. Further information can be obtained from Advocis and CCH.
Student Membership: Students who qualify may apply to Advocis to experience the benefits of
an Advocis membership at no cost or a special student rate.
Continuing Education Credits: Each successfully completed course (60% passing rate) qualifies
students for 30 CE credits, which are important to maintaining Advocis membership.
Decision Support: If you wish to learn more about arranging an academic partnership for the CFP®
Education Program, call or write CCH Canadian and ask for a marketing or account manager. We’ll be
pleased to describe the benefits experienced by the several schools using our program across Canada.
“The Financial Planning Program at Sheridan implements the accredited CFP®
Education Program provided by CCH and Advocis. We appreciate the timely
provision of complete and accurate study texts, as well as the testing and
presentation content CCH has created for instructors. We value the publisher’s
annual updates of their materials. We also offer a unique software applications
course, which utilizes CCH’s practitioner planning software. All of these resources
enable Sheridan’s experienced faculty to give our students a comprehensive
financial planning education. Our association with this program helps us qualify
students for greater success on FPSC’s CFP® Examination, and helps our graduates
get established in various roles within the industry.”
Henry Katz, Program Coordinator, Financial Planning Program,
Sheridan Institute of Technology and Advanced Learning
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Telephone 416 224 2248 • 1 800 268 4522 • Fax 416 224 2243 • 1 800 461 4131
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