|
Alan Goldhar
Captus Press,
ISBN
978-1-55322-372-6
(2018)
To become a Certified Financial Planner, CFP© candidates must demonstrate their ability to integrate information from all of the fundamental areas of financial planning in order to meet their clients’ needs. Becoming a Certified Financial Planner in Canada: The Get Ready Guide is the ideal tool that CFP candidates will need to help them develop this skill prior to writing the CFP Examination. Divided into three sections, Section 1 summarizes and reviews the components and skills required to create a financial plan. It also
dedicates two chapters to special topics in financial planning. Section 2 offers personal financial planning cases representing four stages of the life cycle — single, young family, pre-retirement, and senior. Section 3 presents cases of clients with special circumstances — premature death of spouse, divorcing/divorced, family (private) business, and disability. The cases expose the reader to various complex real-life issues, giving them the opportunities to apply their knowledge and hone their analytical skills in different situations. With the help of the financial plan template, CFP candidates can consolidate their skills and learn to develop a professional financial plan in a structured and systematic manner. This tremendous resource will help prepare the reader for their final challenge of becoming a CFP — the CFP Examination. This text meets the specific knowledge requirements set by the Financial Planning Standards Council (FPSC)
for the Certified Financial Planner© (CFP©) national examination.
1 THE BUILDING BLOCKS OF FINANCIAL PLANNING 2 TAILORING THE FINANCIAL PLAN TO THE SPECIFIC CLIENT
PROFILE 3 TAILORING THE FINANCIAL PLAN TO CLIENTS WITH SPECIAL
CIRCUMSTANCES 4 Appendices Financial Plan Engagement Letter and Template Favourite Financial Websites
Alan Goldhar is a
Certified Financial Planner and a Chartered Professional Accountant (CPA, CGA).
He has bachelor’s degrees in business and economics, as well as a master’s
degree in business administration. Goldhar has worked in the
investment business since 1985 and has been in the financial planning field
since 1997. He is currently a chief investment officer within the public
sector, where he manages a team of professional financial planners. Goldhar is also a
part-time faculty member at both York University and Ryerson University, where
he teaches several levels of financial planning courses, including the Capstone
Course. Goldhar’s involvement in
the financial planning profession extends beyond his work-related duties. He
has served on several committees and boards within the profession, including
the FPSC Foundation Board, which is a non-profit organization that promotes
research and education in the financial planning field. He is currently a
member on the Seniors Expert Advisory Committee (SEAC), which provides the
Ontario Securities Commission with expert opinions and input on
security-related policy, operational decisions, education, and outreach
activities pertaining to the protection of Ontario’s older investors. In 2014, Goldhar was
engaged by the FPSC to write the 2014 FPSC Capstone Case. Lastly, in recognition of
his work within the financial planning community, he was awarded the honour of
Fellow of the FPSC in 2011. Alan Goldhar’s commitment
to investor education and protection and to the growth of the financial
planning profession in Canada inspired him to write this book.
|
|||||||||