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Seminars

The CFP™ Examination 3 Day Review

Time Friday Saturday Sunday
9:30am
Financial Planning Process
General Principles
Retirement Planning
Risk Management Estate Planning
Family Law
10:20am
BREAK BREAK BREAK
10:30am
Financial Planning Process
General Principles
Retirement Planning
Risk Management Estate Planning
Family Law
12:30pm
LUNCH LUNCH LUNCH
1:15pm
Financial Planning Process
General Principles
Retirement Planning
Risk Management Income Tax Planning
2:20pm
BREAK BREAK BREAK
2:30pm
Investment Planning Small Business Checklist Income Tax Planning
3:20pm
BREAK BREAK BREAK
3:30pm
Investment Planning Small Business Checklist Income Tax Planning
Exam Topic Weighting %
Financial Planning Process 8
General Principles 12
Risk Management 12
Estate Planning 12
Family Law 2
Retirement Planning 15
Income Tax Planning 14
Investment Planning 19
Small Business Checklist 6

The CFP™ Examination 3 Day Review will be held November 5, 6 and 7, 2004 from 9:30am - 4:30pm.

University of Toronto, St. George Campus.

Candidates are expected to be familiar with the topics outlined in the CFP Examination Syllabus and are qualified to write the exam, either by completing an FPSC-Accredited Education Program or through the FPSC-Approved Prior Credentials policy, prior to attending.

You will need a calculator, pencils, pens, and a note pad.