Get hands-on training in Conquest, the financial planning software of choice for many Canadian financial institutions. Available exclusively through the FP Canada Institute, this course lets you delve into the program’s controls, learning how to manage live environments and develop the confidence to navigate the software with ease.

Sharpen your Professional Edge

The course gives a professional edge to those new to Conquest, the financial industry, or exploring a career in financial planning. Through a series of in-depth modules, users progressively build critical thinking skills, gaining hands-on experience with Conquest features. Seasoned users will find new ways to deepen their understanding and unlock the platform’s full potential.

A Total Educational Experience

Through guided exercises and applied learning, this immersive, interactive, and self-paced course will teach you the basics of gathering and inputting client information into the Conquest platform. Explore Conquest’s planning features and internal logic and create, verify, and present financial plans to a client.

 

Learn the Basics

Navigate the fundamentals of Conquest software and gain confidence in applying planning strategies that meet client goals

 

Understand and Apply

Build on the basics and test your knowledge using real-world cases and situations

 

Think Critically and Adapt

Develop the skills to adapt to Conquest’s evolving features to make informed, client-centred planning decisions

 

Enhance your Learning

Gain a well-rounded understanding that begins with Conquest’s robust knowledge base

 

Register Today!

Building strong skills with the right financial planning software is essential for client success—and career readiness. Take the next step and sign up to get Conquest Ready!

Register for Conquest Ready
Conquest on a cell phone
 

Test-Drive Environment

Conquest Ready lets you test drive Conquest in a practice environment before working with clients. Engage directly with the program through videos, interactive tutorials, and knowledge base exploration. Along the way you’ll apply your learning through a training case study to create a plan on the Conquest platform.

Register Today!

Building strong skills with the right financial planning software is essential for client success—and career readiness. Take the next step and sign up to get Conquest Ready!

Register for Conquest Ready