What's New with the F55F/Canada Life CFP CEP on RapidLMS?

This is a reference guide to help you find the resources and changes to the new course layout!

With the changes in the program and platform move from Moodle to RapidLMS, we have created this quick reference guide to help you find the resources and changes to the course layout. We recommend starting with the “Getting Started, Case Studies & Program Details” section in “Unit 1 – Personal Finance Building Block (Self-Study)” in the “My Courses” section of your new profile, as it discusses all the new resources, layouts, and updates to the program.

 

We will use Unit 1 as the example module in this chart. The other modules are laid out the same.

 

What Is It?

Where is it in Moodle?

Where is it in RapidLMS?

Notes

Where is my course?

Left-Hand Menu > “My Courses” > “Freedom 55 Financial CFP CEP” > Select Your Unit

Left-Hand Menu > “My Courses” > Select Your Unit

“My Courses” is the default landing page following log in on both platforms. We do recommend that all students review “Getting Started, Case Studies & Program Details” in Unit 1, which lays out course materials and other updates to the program.

 

You may need to go to “My Subscriptions” under the Catalogue tab, then click “Start” or “Add to My Courses” for new Units.

Instructions

Freedom 55 Financial CFP CEP > “Getting Started”

Unit 1 > “Getting Started, Case Studies & Program Details”

We do recommend that all students review “Getting Started, Case Studies & Program Details” in Unit 1, which lays out course materials and other updates to the program.

Program Documents

“Program Documents”

Unit 1 > “Getting Started, Case Studies & Program Details”

We do recommend that all students review “Getting Started, Case Studies & Program Details” in Unit 1, which lays out course materials and other updates to the program.

Case Studies

“Case Studies”

Unit 1 > “Resources +” at near the top of the course page > “Case #”

 

The Case Studies are required for answering activities, assignments, and quiz questions.

 

They are available in the Getting Started portion of Unit 1 and at the top of each course page.

Index & Summary of Updates

“Program Documents” > “Unit 1-6 Index” or “Summary of Updates”

Unit 1 > “Resources +” at near the top of the course page > “Index” or “Summary of Textbook Updates”

Files supporting the textbooks providing an index for searching topics or a review of changes to the materials.

Units

“Freedom 55 Financial CFP CEP”

“My Courses”

There is no requirement for completion of Units in any specific order, but the program is structured to build knowledge as you go, with earlier topics referenced in later topics.

Electronic Textbook Files

“Chapter 1 (Introduction)” > 1. Read Me > “Chapter 1 Text”

Unit 1 > “Chapter 1 (Introduction to Financial Planning)” > “Start Course” > “Chapter 1 Textbook”

 

 

“Quick Watch” Video Playlists

“Chapter 1 (Introduction)” > 2. Quick Watch > “Video Playlist”

Unit 1 > “Chapter 2 (Economics for Financial Planners)” > “Start Course” > Scroll Down to Dig Deeper > “Chapter 2 Quick Topics” Tab

These video playlists provide additional short videos on specific topics.

“Dig Deeper” Recorded Instruction

“Chapter 1 (Introduction)” > 3. Dig Deeper > “Introduction Webinar”

Unit 1 > “Chapter 1 (Introduction to Financial Planning)” > “Start Course” > Scroll Down to Dig Deeper > Embedded Video Player

 

(Supporting files via “Download Webinar Files” link above player.)

Our program is supported by recordings taken from our live instruction classes; this provides you with 56 x 3.5-hour videos each covering specific topics in the program.

 

Where a chapter has multiple videos, the player will show tabs for each recording and separate supporting files with slides, instructor notations, and chat/question log.

 

The recordings and supporting files are updated regularly, following the live instruction schedule.

Webinar Slide Deck

“Chapter 1 (Introduction)” > 3. Dig Deeper > “Introduction Webinar Files” > “Intro to CFP Core Curriculum Deck.ppt”

Unit 1 > “Chapter 1 (Introduction to Financial Planning)” > “Start Course” > Scroll Down to Dig Deeper > “Download Webinar Files” link above video player

The supporting resources for recordings are all available via the “Download Webinar Files” link found above the embedded video player.

 

You can download one file or the whole folder.

Webinar Screen Shots

“Chapter 1 (Introduction)” > 3. Dig Deeper > “Introduction Webinar Files” > “Intro to CFP Core Curriculum Screens.pdf”

Unit 1 > “Chapter 1 (Introduction to Financial Planning)” > “Start Course” > Scroll Down to Dig Deeper > “Download Webinar Files” link above video player

The supporting resources for recordings are all available via the “Download Webinar Files” link found above the embedded video player.

 

You can download one file or the whole folder.

Webinar Chat Transcript

“Chapter 1 (Introduction)” > 3. Dig Deeper > “Introduction Webinar Files” > “Intro to CFP Core Curriculum Chat.txt”

Unit 1 > “Chapter 1 (Introduction to Financial Planning)” > “Start Course” > Scroll Down to Dig Deeper > “Download Webinar Files” link above video player

The supporting resources for recordings are all available via the “Download Webinar Files” link found above the embedded video player.

 

You can download one file or the whole folder.

Discussion Forum/Instructor Access

“Chapter 1 (Introduction)” > 4. Questions? > “Discussion Forum”

Unit 1 > “Discussion Forum” Button at top of Page

(Each Unit has a discussion forum.)

Ask your content questions with the Discussion Forums.

Chapter Quiz

“Chapter 1 (Introduction)” > “Chapter 1 Quiz”

Unit 1 > “Chapter 1 Quiz”

Quizzes allow multiple attempts and provide opportunities for feedback and review.

 

Quizzes require a 60% passing grade; some quizzes have a 24-hour lock out between attempts and this is indicated in the pre-exam information if applicable.

Assignments

“Chapter 2 (Economics for Financial Planners)” > 4. Application > “Chapter 3 Assignment – Dan & Alice Financial Management Problem”

Unit 1 > “Chapter 3 Assignment – Dan & Alice Financial Management Problem”

The process for assignments will be very similar; download the file, update it with your work, then upload it for grading.

 

The same graders will support the program and grading is typically done once per weekday and once on weekends.

 

Assignments are great ways to apply content and receive feedback; there are no attempt limits and completion requires at least 60%.

Completion Badge

Left-hand “Badges” Menu Item.

 

(Badges are earned on completion of specific course items in Units.)

Left-hand “My Certifications” Menu Item

 

(Certificates are earned on completion of everything in the Units.)

A completion badge will show up on the top right of the Unit page when you’ve completed all the requirements, also, when a Rapid Unit is completed, it automatically generates your CE certificate!

 

In the “My Courses” page a completed Unit will allow you to Continue for review, but you’ll also see a “Certification” button.

 

Click this button, then “Wall Certificate” to download the full certificate with your provincial CE details.

CE Certification

Manually Generated by Support Team

Left-hand Menu > “My Certifications” > Unit 1: Personal Finance Building Blocks (Self-Study) > “View” Button > “Wall Certificate” Button

When a Rapid Unit is completed, it automatically generates your CE certificate!

 

In the “My Courses” page a completed Unit will allow you to Continue for review, but you’ll also see a “Certification” button.

 

Click this button, then “Wall Certificate” to download the full certificate with your provincial CE details.

Transcripts

Manually Generated by Support Team

Manually Generated by Support Team

Our Support Team will generate your transcript on completion of Units 1-6 or Unit 7; if you need a transcript sooner, please email bcchelp@weknowtraining.ca.

Subscription Management

Support Team

“My Subscriptions” > “Subscriptions” Tab > “Manage” Button

You may update your card or cancel your subscription here. Subscription does not automatically cancel following the completion of your program.

 

Our system will send a reminder for upcoming payments 7 days in advance and will send a receipt for each payment.

Order Printed Textbook

N/A

 

https://www.businesscareercollege.com/books-and-materials

Our goal is to provide the most up-to-date resources, which means that our textbooks are undergoing constant revision to keep up with things like industry changes, budget updates, etc. We strongly encourage use of the electronic textbooks, which can be updated easily, but if you prefer the printed textbooks, they are available. Note that printed textbook sales are final.