Education

Get the education you need for certification

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Postsecondary education requirement

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You have met your postsecondary education requirement.

Programs or courses from recognized education providers

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FP Canada Institute Programs & Courses

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Individual courses

Individual courses

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Your recommended education program

Based on your Certification Pathfinder responses this program should meet your education needs. If you already have qualifying courses from recognized education providers, review Programs & Courses to select the education you need.

Programs & Courses

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Please visit Programs & Courses to purchase your next course.

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Do you have a financial services credential?

Check out our accelerated programs in the course catalogue

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Your courses
Information to confirm your exemption

Submit proof of your license or certification by clicking on the icon beside your license or designation in the table below. Click the ellipsis (…) in the table below to edit your start and end dates, and upload your supporting documentation. FP Canada will review all supporting documents within 1-2 business days. When they are approved, you will be able to start your education courses.


Timing

Starting a course
Your course begins as soon as you click Start Course and you have four months to complete it. If you are taking more than one course at a time, pay attention to the four-month time frame for each course to avoid conflicting deadlines.

Start date deadline
Start your course(s) by the indicated deadline date.

Final Assessment and Professional Education Program
You'll get access to the Final Assessment and Professional Education Program when you have successfully completed all required courses. You have one month to complete the Final Assessment and up to 12 months to complete the Professional Education Program.

Resources

The FP Canada Institute™ Student Handbook
Consult the FP Canada Institute Student Handbook for all policies on the Institute’s educational offerings.

Financial Planning Body of Knowledge
The Financial Planning Body of Knowledge describes the knowledge expected of QAFP® professionals and CFP® professionals as they enter practice.

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