Offered by the FP Canada Institute™, the Introduction to Professional Ethics (IPE) course equips CFP® professionals with the requisite foundational knowledge of the ethical obligations owed by all professionals, and the specific application of these obligations to financial planning practice.
IPE teaches students the distinction between integrity-based professional obligations and compliance-based obligations, with emphasis on the financial services landscape. The course introduces the specific professional obligations of CFP® professionals, why they matter and what they mean in practical terms.
|Cost||Course Length (Approx.)||Start Date||CE Credits||Completion Requirements|
|$200||2 hours (3 modules)||Immediately—|
|*Two credits in the Professional Responsibility category1||Achieve a minimum grade of 60% on the end of course multiple-choice assessment|
1Excess credits in the Professional Responsibility category may be applied under the Financial Planning category.
For more information, refer to the Continuing Education PoliciesRegister Now
To register for a continuous professional development course, log in to the FP Canada Portal and complete the FP Canada Institute™ Continuing Education Application available on the "My Applications" page.
To start your course(s), log in to the FP Canada Portal and go to your FP Canada Institute continuous professional development dashboard. From there, you can track your progress and choose to start any courses you have purchased. Depending on the course package you purchased, you have the following time-period to start your course(s):
Any course(s) that are not started by the deadline will start automatically after the deadline. You will have three (3) months from that date to complete these courses. Refer to the continuous professional development deadlines to see the deadline to start your courses.
Once you start a continuous professional development course, you have three (3) months to complete it. Failure to successfully complete the course requirements and on-the-job practice and reflection exercises within three months of starting, it will result in an “incomplete” record for the course.
FP Canada Institute continuous professional development course fees are non-refundable.
Students who do not successfully complete their continuous professional development course within the required timeframe, and who wish to reattempt the course, must re-enrol at the full course fee.
|Mozilla® Firefox®||Latest, ESR|
Note: Microsoft Internet Explorer® is not a supported browser.
|Device||Operating System||Browser||Supported Browser Version(s)|
|Android™||Android 5.0 +||Chrome||Latest|
|Apple||iOS||Safari, Chrome||The current and previous major version of iOS Chrome: Latest version for the iOS browser.|
|Windows||Windows 10||Edge, Chrome, Firefox||Latest version of all browsers, and Firefox ESR.|
To complete all elements of the FP Canada Institute’s education programs, you will need:
For assistance with your continuing education registration or for questions about the course please contact our FP Canada Stakeholder Support team at email@example.com, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.