Continuing education from the FP Canada Institute™

3H Financial Planning – Holistic, Human, Honest

Through surveys and consultations, we identified the need for a continuous professional development program that goes beyond technical skills and offers hands-on learning in the areas of Holistic Financial Planning, Human Behaviour and Honesty and Ethics (3H)—setting the foundation of a new approach to continuous professional development education for the profession.

The Advanced Certificate in 3H Financial Planning™

A Continuous Professional Development Program for CFP^® professionals

The Advanced Certificate in 3H Financial Planning, specifically designed for CFP professionals, provides practical and actionable learning, covering all stages of the financial planning process. The emphasis on 3H Financial Planning – Holistic Financial Planning, Human Behaviour and Honesty and Ethics, leads to effective client engagement for strong, long-lasting relationships and translates into tangible client outcomes, ensuring you stay at the forefront of your financial planning career.

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Program details

The Advanced Certificate in 3H Financial planning is a collection of 15 interactive courses. All courses are eligible for continuing education credits. While completion of all 15 courses is a requirement to obtain the Advanced Certificate in 3H Financial Planning the program also allows you the flexibility to choose a pre-defined set of courses called a ‘concentration’. You can also choose to work your way through the program by choosing individual courses.