The Bahamas Institute of Financial Services
In my opinion, the CFP programme was well structured and gave the individual participating the opportunity to capture financial planning at its core. I thoroughly enjoyed the risk management sessions as well as the Estate planning sessions. I guess I would be more biased towards these areas since I am interested in Trust.  The sessions allowed us to come up with practical solutions to problems that are not simply text book examples, but those that we would face on a day to day basis depending on the job we are engaged in. Also because the programme, especially the estate planning session, used information pertinent to The Bahamas the concepts were easier to grasp as it was related to home.
 
Alicia Rolle
2008 Graduate

Corporate Members
An invitation is extended to all Banks, Trust Companies and other organizations operating in the Bahamas to join the Bahamas Institute of Financial Services.
ABIFS Members
We currently have 623 ABIFS Certificate holders
Our Partners
Our partners include many financial, educational, and local organizations. We also provide a link to their web sites for further information.

 
Sign up for our Email Newsletter

 

Bahamas Institute of Financial Services
Confidence, Integrity & Loyalty
 

Course Objective

The CFPP has been designed by BIFS, working with Keith Checkley & Associates of London, UK, to help financial services institutions develop and certify competency levels for a group of professional financial planners. They will be capable of giving sound financial advice that meets the expectations of their clients, inspiring confidence in them and building stronger customer relationships for the mutual benefit of the client and the financial institution.

It also allows individual employees to earn a career-based diploma that recognises their aptitude and professional competence in giving financial advice.

  • To develop financial needs analysis skills and relationship management in order to construct an accurate Financial Profile of the client that the client understand and accepts
  • To develop an optimal Financial Plan consistent with the client's goals and personal risk profile

All Exams are prepared and marked by The Chartered Institute of Bankers in Scotland

Start date: March 1st, 2010
 Cost: $4,500

Related Documents

Graduates 2008

Graduates 2009

Graduates 2010

Bethel, Ianna
The Central Bank of The Bahamas
Broughton, Richard
McKinney Bancroft & Hughes
Carey, Monique
UBS (Bahamas) Ltd
Ferguson, Phelan
 Pictet Bank & Trust Ltd
Hutcheson, Marcus
RBC FINCO
Knowles, Tyrone
Fidelity Bank (Bahamas) Ltd
Moxey, Afton
Colina Imperial
Munnings, Timothy
Ministry of Education
Nottage, Glen
Fidelity Bank (Bahamas) Ltd
Rolle, Alicia
Citco Fund Services

Barry-Russell, Natasha
Scotiabank (Bahamas) Limited
Beneby, Todd
Scotiabank (Bahamas) Limited
Briggs, Kelvin
Scotiabank (Bahamas) Limited
Brown, Keora
Royal Bank of Canada (Abaco)
Carey, Krysta
Ansbacher (Bahamas) Limited
Cooper, Judith
Scotiabank (Bahamas) Limited
Dean, Sharon
Scotiabank (Bahamas) Limited
Fernander, Kayus
BahaMar
Gibson-Woodside, Lisa
Ansbacher (Bahamas) Limited
Missick-Jones, Stephanie
Bahamas Co-operative League Ltd.
Munnings, Danielle
J P Morgan Trust Company (Bahamas) Limited
Munroe, Markell
Royal Bank of Canada
Nixon, Martha
HSBC International Trustee (Bahamas) Ltd
Scott, Vanessa
Royal Bank Of Canada
Singh, Gia
EFG Bank & Trust (Bahamas) Ltd.
Thompson, Roswell
Alexiou, Knowles & Co.

Butler Eugenia,
The Central Bank of The Bahamas
Evans, Tamara
CFAL
Ferguson, LaShanta
Citigroup
Greenslade, Natalka
Scotiatrust
Major, Stacia
Royal Bank Wealth Management
Simmons, Kireze
Royal Bank Wealth Management
Thompson, Laverne
Turnquest-Nottage, Obiageli
Family Guardian

Assessment
Candidates to this program will be certified after passing all six modules of the program and the successful completion of a comprehensive Final Qualifying Exam. (See diagram).
The student will then be issued a Certificate that will carry International Accreditation.

Final Qualifying Exam
The full day exam will consist of comprehensive cases that the candidate will be asked to analyse, draw conclusions and make recommendations in the form of an integrated financial plan. The exam will require that both the analysis and the plan be presented in written form for evaluation.

Program Prerequisites
Candidates to the Certified Financial Planner Program must fulfil the following requirement:

  • Candidates must have basic knowledge in Computer Skills, Mathematics,
    Principles of Accounting and General Economics.
  • Candidates must have a minimum of a college degree or equivalent.

A team of local and international practitioners will facilitate the programme.

 
© The Bahamas Institute of Financial Services, 2002 - 2010