FP CANADA INSTITUTEEDUCATION TO ELEVATE PRACTICE
The FP Canada Institute provides education that elevates the practice of financial planning to keep pace with the evolving role of financial planners and evolving needs of Canadians.
In today’s competitive environment, radically changed by technology and automation, financial planners need to understand the factors that drive the decisions clients make. To provide added value to their technical knowledge, financial planners need to develop strong communication, critical thinking and relationship skills. And they need to understand ethical dilemmas, behavioural economics and consumer psychology, all factors that influence the financial planning process.
The Institute helps financial planners gain these essential professional skills so that they stay relevant, effective and at the forefront of their financial planning careers.
Teaching tomorrow’s skills today
3H Financial PlanningTM —planning that is human, holistic, and honest—is about looking at people’s lives as a whole and being able to see clients’ needs through this holistic lens. It is the foundation of the Institute’s approach to education for the profession.
NEW PROGRAMS: PRACTICAL, ACTIONABLE LEARNING
QAFP™ Professional Education Program
- Develops understanding and competence in 3H Financial Planning to help QAFP professionals meet the everyday financial planning needs of Canadians
- Uses real-world case scenarios, models, tools and techniques to help students understand how people make decisions, how to build strong relationships and communicate effectively with clients
- Specifically designed as continuous professional development for CFP® professionals
- Offers practical and actionable learning, covering all stages of the financial planning process, with hands-on learning in the areas of Holistic Financial Planning, Human Behaviour and Honesty and Ethics that can be applied to day-to-day practice