Educator tools

Guidelines for Fundamentals and Advanced Program providers recognized by FP Canada

The following Guidelines outline the requirements and application process for educators seeking to provide Fundamentals and Advanced Programs recognized by FP Canada for students on the path to FP Canada certifications.

Educator guidelines for providers of Fundamentals Programs leading to QAFP^® certification

These Guidelines outline the requirements and application process for educators seeking to provide Fundamentals Program courses for students on the path to certification.

Download Guidelines for Fundamentals Program Providers 

Educator guidelines for Fundamentals & Advanced Programs leading to QAFP certification or CFP^® certification

These Guidelines outline the requirements and application process for educators seeking to provide Fundamentals & Advanced Program courses for students on the path to QAFP Certification or CFP certification.

Download Guidelines for Fundamentals & Advanced Program Providers 

*Fundamentals and Advanced Programs recognized by FP Canada have been previously referred to as FP Canada-Approved Core Curriculum and Advanced Curriculum Programs.

Applications for Fundamentals & Advanced Programs recognized by FP Canada

The following application forms must be completed by educators seeking to provide Fundamentals and Advanced Programs recognized by FP Canada for students on the path to FP Canada certifications.

Application for approval of Fundamentals Programs leading to QAFP certification

Educators seeking to provide Fundamentals Program courses for students on the path to QAFP certification must complete this application.

Download Application for Approval of Fundamentals Programs 

Application for approval of Fundamentals & Advanced Programs leading to QAFP certification or CFP certification

Educators seeking to provide Fundamentals & Advanced Program courses for students on the path to QAFP certification or CFP certification must complete this application.

Download Application for Approval of Fundamentals & Advanced Programs 

Financial Planning Body of Knowledge

The first of its kind worldwide, the Financial Planning Body of Knowledge (FP-BoK) builds on the Canadian Financial Planning Definitions, Standards & Competencies to define the scope and holistic nature of financial planning.

View Body of Knowledge 

Projection Assumption Guidelines

Since 2015, FP Canada and Institute of Financial Planning (formerly the Institut québécois de planification financière or IQPF) have released unified Projection Assumption Guidelines. Developed by a committee of actuarial and financial planning professionals and updated annually, the Guidelines are intended as an aid in making long-term financial projections that are free from potential financial planner biases or predispositions.

The Addendum offers financial planning professionals an opportunity to replicate the recommended calculations for their own use. The Addendum contains the data sources on which the Guidelines are based, the specific calculations for inflation and rate of return guidelines.

2024 Projection Assumption Guidelines

An aid in making long-term financial projections that are free from potential financial planner biases or predispositions.

Projection Assumption Guidelines 

Canadian Financial Planning Definitions, Standards & Competencies

This joint publication by FP Canada and the Institut québécois de planification financière is the unified, definitive source on financial planning definitions and professional standards. It provides consistency in the financial planning profession by specifying unified standards for financial planning practitioners. It is an important resource for financial services firms, educators, practitioners and the Canadian public.

View Book: English | French

Download Book: English PDF | French PDF

FP Canada Continuing Education (CE) Approval Program Manual

This manual outlines the requirements and process for educators to submit CE activities to the FP Canada CE Approval Program for review and approval by FP Canada. Approved CE activities will be included on the Continuing Education Provider Search Tool.

Download CE Approval Program Manual 

Submit CE Activities to the FP Canada CE Approval Program

Educators must create an account on the FP Canada Portal to submit CE activities to the FP Canada CE Approval Program for assessment.