Introduction to Professional Ethics (IPE)

 

Course Details

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.

IPE Course Information

CostCourse Length (Approx.) Start DateCE CreditsCompletion Requirements
$2002 hours (3 modules)Immediately—
upon registration
*Two credits in the Professional Responsibility category1Achieve 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 Policies

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Continuing Education Policies

 

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Registration

To register for the IPE course, log in to the FP Canada Portal and complete the FP Canada Institute Continuing Education Application available on the "My Applications" page.


Refund Policy

FP Canada Institute continuing education course fees are non-refundable.


Maximum Time Allowance to Complete the Course

Three months. Failure to successfully complete the end-of-course assessment within three months of the registration date will result in an “incomplete” record for the course. Exceptions may be granted at FP Canada Institute’s sole discretion. To request a policy exception please complete a Policy Exception Request Form and submit it to info@fpcanada.ca.


Repeating Enrolment

Students who do not successfully complete their continuing education course within the required timeframe, and who wish to reattempt the course, must re-enrol at the full course fee.

 

Technology Requirements

 

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General Techological Requirements

To complete all elements of the FP Canada Institute’s education programs, you will need:

  • A computer with a sound card and speakers/headphones;
  • A high-speed internet connection; and
  • Adobe Acrobat Reader software.