FP Canada offers several options to complete your technical education towards CFP certification.

You can purchase a full education program 'bundle' or individual courses.

CFP Certification Technical Education Program

Includes all Technical Education courses and the two Final Assessments you need for CFP certification.

  • Six courses on the six fundamental areas of financial planning plus a Technical Education—Fundamentals Final Assessment
  • Technical Education–Advanced Course
  • Technical Education–Advanced Final Assessment

The CFP Certification Technical Education Program  is eligible for the following continuing education (CE) credits:

MFDA

  • All six Technical Education—Fundamentals Courses: Professional Development - 150 CE credits
  • Technical Education—Advanced course: CE credits awaited

IIROC

  • All six Technical Education—Fundamentals Courses: Professional Development – 120 CE credits
  • Technical Education—Advanced course: CE credits awaited

Purchase this program 

CFP Certification Education Program

Includes all the technical and professional education you need for CFP certification – all seven Technical Education courses, two Final Assessments plus the CFP Professional Education Program.

This program  is eligible for the following continuing education (CE) credits:

MFDA

  • All six Technical Education—Fundamentals Courses: Professional Development - 150 CE credits
  • Technical Education—Advanced course: CE credits to be announced

IIROC

  • All six Technical Education—Fundamentals Courses: Professional Development - 120 CE credits
  • Technical Education—Advanced course: CE credits to be announced
  • CFP Professional Education Program: Compliance - 10 CE credits; Professional Development - 20 CE credits

Purchase this program 

Gain knowledge and skills

Master the fundamental principles of financial planning. Learn financial analysis including Time Value of Money calculations. Learn about credit and debt, and about planning for individuals with a disability, and for the costs of postsecondary education.

Total Hours: 50 Hours

Learn about insurance industry regulation and risk management. Understand life insurance and other types of insurance, as well as insurance coverage available through government benefit plans.

Total Hours: 50 Hours

Learn the foundations of family and estate law, and of business ownership structures. Understand personal property ownership, estate planning and administration, wills, Powers of Attorney and trusts.

Total Hours: 25 Hours

Learn the foundations of tax planning for individuals. Understand income tax assessment rules and enforcement, basic income for tax purposes, tax deductions and credits, and relationships under income tax, including income splitting and income attribution.

Total Hours: 35 Hours

Learn the foundations of retirement planning. Understand registered plans, including RRSPs, RRIFs, TFSAs, pensions and locked-in vehicles, and retirement benefits available through government plans, including CPP and OAS.

Total Hours: 50 Hours

Learn the fundamentals of investment planning. Study economics, investment industry regulation, and investment structures and accounts. Understand risk and return, investment objectives and constraints, buying and selling investments, and asset classes and asset allocation.

The assessment tests your understanding of the required Technical Education for CFP certification. It is an online proctored assessment.

Deepen knowledge of the six financial planning areas. Learn how to explain and evaluate complex financial planning concepts and apply them to client situations.

Total Hours: 120 Hours

This assessment tests you on the content of the Technical Education - Advanced Course. It is an online proctored assessment and is a mandatory requirement on your journey towards certification. It must be successfully completed before progressing to the next step on your certification path

This unique program prepares you to handle even the most complex client scenarios by helping you understand key behavioural factors that affect client decisions. Interactive exercises and real-life scenarios ensure you are client-ready and give you a marketplace advantage.

Total Hours: 75-95 Hours

 

Relevant professional qualifications path to CFP certification

If you hold a relevant financial or other professional qualification (including CPA, CFA, FCIA, LLB/JD), you may be eligible to pursue an alternate path to CFP certification.

Education exemptions for CFP certification

Candidates who hold certain other designations or licenses can apply for education exemptions from components of Technical Education—Fundamentals and Advanced programs.

 

Programs from our recognized education providers

You can also fulfill your technical education requirements by completing programs from our recognized education providers.

Recognized education providers

 

Find your path to certification

The FP Canada Certification Pathfinder™ is a new approach to help you find your path to becoming a professional financial planner.

Once you’ve created your FP Canada account, your custom dashboard will guide you to certification, recording your progress as you take your next steps.

Get started