FORMAT: eBook that must be read online (cannot be printed or downloaded), and an online quiz.
Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors:
The series is based on the revised 2018 edition of “Planning to Borrow – A Practical Guide to Consumer Lending Practices in Canada”, written by Steve Bang, CFP and published by Captus Press. We’re excited to work in partnership with Steve and Captus Press to offer this material as continuing education.
Note that extensive understanding of consumer credit is a new addition to the Financial Planner Standards Council's recently revised Body of Knowledge (BoK) requirements for CFPs. Steve Bang, author of our Planning to Borrow series, served for two years on the volunteer committee tasked with revising and finalizing the BoK. Completion of this series will provide you with a wealth of knowledge in the area of consumer credit while allowing you to meet the new BoK requirement in this area.
Module 1 is based on Chapters 1 through 5, and covers the 5 Cs of credit granting:
Students enrolled in Module 1 get access to the eBook version of these five chapters (with the option to print a single copy), and must complete a 30-question online quiz to obtain their continuing education credits.
NOTE: You have one year from time of purchase to complete this course.