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Mise à jour importante : Grève de Postes Canada et lignes directrices sur l’expédition. En savoir plus.

En quoi consiste le Certificat en conseils financiers avancés?

Le Certificat en conseils financiers avancés est conçu pour soutenir la progression de votre carrière dans tout rôle relatif aux conseils financiers. Dans ce certificat destiné aux professionnels des services financiers, vous acquerrez des connaissances poussées qui appuieront les conseils que vous offrirez à vos clients. Vous pourrez ainsi approfondir votre maîtrise des conseils financiers et de la planification financière. Le Certificat en conseils financiers avancés est une étape essentielle vers l’obtention du titre de Planificateur financier personnel (PFPMD).

Ce cours permettra de faire ce qui suit :

  • Établir des relations de confiance et crédibles avec les clients
  • Déterminer des stratégies visant à répondre aux divers besoins et objectifs des clients
  • Expliquer aux clients l’importance du processus de planification financière
  • Expliquer l’incidence que des événements de la vie, comme fonder une famille, pourraient avoir sur le processus de planification financière et sur les objectifs de votre client
  • Cerner les objectifs et les contraintes des clients pour mettre au point leur plan financier et le personnaliser
  • Développer un plan d’épargne soulignant l’importance de déterminer la valeur nette, les liquidités et les stratégies d’épargne
  • Démontrer l’importance de la répartition des actifs et la gestion du risque au moment de recommander des solutions de placement aux clients
  • Estimer les besoins de revenu de retraite d’un et déterminer si les ressources dont il dispose suffisent pour répondre à ces besoins
  • Expliquer les avantages des techniques de planification successorale aux particuliers, aux familles et aux propriétaires de PME
  • Expliquer l’incidence que des événements de la vie, comme un divorce, pourraient avoir sur le processus de planification successorale
  • Cerner les occasions de recommander les bons experts aux clients en cas de besoin de conseils spécialisés

Quel parcours mène au Certificat en conseils financiers avancés?

Ce certificat mène également au titre de planificateur financier personnel (PFPMD). Notez que seuls les étudiants ayant terminé l’un des parcours de formation après le 1er juillet 2019 recevront le Certificat en conseils financiers avancés.

Cheminement CSI pour les banquiers

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#hotspot-17376 .hotspots-image-container, #hotspot-17376 .leaflet-container { background: #efefef } #hotspot-17376 .hotspots-placeholder, .featherlight .featherlight-content.lightbox-17376 { background: #ffffff; border: 0 #ffffff solid; color: #000000; } #hotspot-17376 .hotspot-title, #hotspot-17376 .bc-product__title a, .featherlight .featherlight-content.lightbox-17376 .hotspot-title, .featherlight .featherlight-content.lightbox-17376 .bc-product__title a { color: #000000; } #hotspot-17376 .hotspot-style-1 { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17376 .hotspot-style-1:hover, #hotspot-17376 .hotspot-style-1:focus-visible, #hotspot-17376 .hotspot-style-1.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17376 .hotspot-default { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17376 .hotspot-default:hover, #hotspot-17376 .hotspot-default:focus-visible, #hotspot-17376 .hotspot-default.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17376 .leaflet-tooltip, #hotspot-17376 .leaflet-rrose-content-wrapper { background: #ffffff; border-color: #ffffff; color: #000000; } #hotspot-17376 a.leaflet-rrose-close-button { color: #000000; } #hotspot-17376 .leaflet-rrose-tip { background: #ffffff; } #hotspot-17376 .leaflet-popup-scrolled { border-bottom-color: #000000; border-top-color: #000000; } #hotspot-17376 .leaflet-tooltip-top:before { border-top-color: #ffffff; } #hotspot-17376 .leaflet-tooltip-bottom:before { border-bottom-color: #ffffff; } #hotspot-17376 .leaflet-tooltip-left:before { border-left-color: #ffffff; } #hotspot-17376 .leaflet-tooltip-right:before { border-right-color: #ffffff; }
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Cheminement CSI pour les conseillers en placement (OCRI)

#hotspot-17740 .hotspots-image-container, #hotspot-17740 .leaflet-container { background: #efefef } #hotspot-17740 .hotspots-placeholder, .featherlight .featherlight-content.lightbox-17740 { background: #ffffff; border: 0 #ffffff solid; color: #000000; } #hotspot-17740 .hotspot-title, #hotspot-17740 .bc-product__title a, .featherlight .featherlight-content.lightbox-17740 .hotspot-title, .featherlight .featherlight-content.lightbox-17740 .bc-product__title a { color: #000000; } #hotspot-17740 .hotspot-style-1 { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17740 .hotspot-style-1:hover, #hotspot-17740 .hotspot-style-1:focus-visible, #hotspot-17740 .hotspot-style-1.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17740 .hotspot-default { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17740 .hotspot-default:hover, #hotspot-17740 .hotspot-default:focus-visible, #hotspot-17740 .hotspot-default.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17740 .leaflet-tooltip, #hotspot-17740 .leaflet-rrose-content-wrapper { background: #ffffff; border-color: #ffffff; color: #000000; } #hotspot-17740 a.leaflet-rrose-close-button { color: #000000; } #hotspot-17740 .leaflet-rrose-tip { background: #ffffff; } #hotspot-17740 .leaflet-popup-scrolled { border-bottom-color: #000000; border-top-color: #000000; } #hotspot-17740 .leaflet-tooltip-top:before { border-top-color: #ffffff; } #hotspot-17740 .leaflet-tooltip-bottom:before { border-bottom-color: #ffffff; } #hotspot-17740 .leaflet-tooltip-left:before { border-left-color: #ffffff; } #hotspot-17740 .leaflet-tooltip-right:before { border-right-color: #ffffff; }
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#hotspot-17743 .hotspots-image-container, #hotspot-17743 .leaflet-container { background: #efefef } #hotspot-17743 .hotspots-placeholder, .featherlight .featherlight-content.lightbox-17743 { background: #ffffff; border: 0 #ffffff solid; color: #000000; } #hotspot-17743 .hotspot-title, #hotspot-17743 .bc-product__title a, .featherlight .featherlight-content.lightbox-17743 .hotspot-title, .featherlight .featherlight-content.lightbox-17743 .bc-product__title a { color: #000000; } #hotspot-17743 .hotspot-style-1 { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17743 .hotspot-style-1:hover, #hotspot-17743 .hotspot-style-1:focus-visible, #hotspot-17743 .hotspot-style-1.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17743 .hotspot-default { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17743 .hotspot-default:hover, #hotspot-17743 .hotspot-default:focus-visible, #hotspot-17743 .hotspot-default.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17743 .leaflet-tooltip, #hotspot-17743 .leaflet-rrose-content-wrapper { background: #ffffff; border-color: #ffffff; color: #000000; } #hotspot-17743 a.leaflet-rrose-close-button { color: #000000; } #hotspot-17743 .leaflet-rrose-tip { background: #ffffff; } #hotspot-17743 .leaflet-popup-scrolled { border-bottom-color: #000000; border-top-color: #000000; } #hotspot-17743 .leaflet-tooltip-top:before { border-top-color: #ffffff; } #hotspot-17743 .leaflet-tooltip-bottom:before { border-bottom-color: #ffffff; } #hotspot-17743 .leaflet-tooltip-left:before { border-left-color: #ffffff; } #hotspot-17743 .leaflet-tooltip-right:before { border-right-color: #ffffff; }
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Cheminement CSI pour les représentants en épargne collective (OCRI)

#hotspot-17747 .hotspots-image-container, #hotspot-17747 .leaflet-container { background: #efefef } #hotspot-17747 .hotspots-placeholder, .featherlight .featherlight-content.lightbox-17747 { background: #ffffff; border: 0 #ffffff solid; color: #000000; } #hotspot-17747 .hotspot-title, #hotspot-17747 .bc-product__title a, .featherlight .featherlight-content.lightbox-17747 .hotspot-title, .featherlight .featherlight-content.lightbox-17747 .bc-product__title a { color: #000000; } #hotspot-17747 .hotspot-style-1 { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17747 .hotspot-style-1:hover, #hotspot-17747 .hotspot-style-1:focus-visible, #hotspot-17747 .hotspot-style-1.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17747 .hotspot-default { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17747 .hotspot-default:hover, #hotspot-17747 .hotspot-default:focus-visible, #hotspot-17747 .hotspot-default.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17747 .leaflet-tooltip, #hotspot-17747 .leaflet-rrose-content-wrapper { background: #ffffff; border-color: #ffffff; color: #000000; } #hotspot-17747 a.leaflet-rrose-close-button { color: #000000; } #hotspot-17747 .leaflet-rrose-tip { background: #ffffff; } #hotspot-17747 .leaflet-popup-scrolled { border-bottom-color: #000000; border-top-color: #000000; } #hotspot-17747 .leaflet-tooltip-top:before { border-top-color: #ffffff; } #hotspot-17747 .leaflet-tooltip-bottom:before { border-bottom-color: #ffffff; } #hotspot-17747 .leaflet-tooltip-left:before { border-left-color: #ffffff; } #hotspot-17747 .leaflet-tooltip-right:before { border-right-color: #ffffff; }
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#hotspot-17750 .hotspots-image-container, #hotspot-17750 .leaflet-container { background: #efefef } #hotspot-17750 .hotspots-placeholder, .featherlight .featherlight-content.lightbox-17750 { background: #ffffff; border: 0 #ffffff solid; color: #000000; } #hotspot-17750 .hotspot-title, #hotspot-17750 .bc-product__title a, .featherlight .featherlight-content.lightbox-17750 .hotspot-title, .featherlight .featherlight-content.lightbox-17750 .bc-product__title a { color: #000000; } #hotspot-17750 .hotspot-style-1 { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17750 .hotspot-style-1:hover, #hotspot-17750 .hotspot-style-1:focus-visible, #hotspot-17750 .hotspot-style-1.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17750 .hotspot-default { stroke-width: 1; fill: #ffffff; fill-opacity: 0; stroke: #ffffff; stroke-opacity: 0; } #hotspot-17750 .hotspot-default:hover, #hotspot-17750 .hotspot-default:focus-visible, #hotspot-17750 .hotspot-default.hotspot-active { fill: #ffffff; fill-opacity: 0.81; outline: none; stroke: #ffffff; stroke-opacity: 0.81; } #hotspot-17750 .leaflet-tooltip, #hotspot-17750 .leaflet-rrose-content-wrapper { background: #ffffff; border-color: #ffffff; color: #000000; } #hotspot-17750 a.leaflet-rrose-close-button { color: #000000; } #hotspot-17750 .leaflet-rrose-tip { background: #ffffff; } #hotspot-17750 .leaflet-popup-scrolled { border-bottom-color: #000000; border-top-color: #000000; } #hotspot-17750 .leaflet-tooltip-top:before { border-top-color: #ffffff; } #hotspot-17750 .leaflet-tooltip-bottom:before { border-bottom-color: #ffffff; } #hotspot-17750 .leaflet-tooltip-left:before { border-left-color: #ffffff; } #hotspot-17750 .leaflet-tooltip-right:before { border-right-color: #ffffff; }
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