FP Canada Institute™
Continuous Professional Development

 

Advanced Certificate in 3H Financial Planning. Continuous professional development programs for CFP Professionals
Introduction to Professional Ethics. Continuous professional development course for CFP Professionals

 

Continuous Professional Development Policies

 

Registration

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.


Getting Started

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 start courses that you have purchased and track your progress.


Individual course purchases must be started within one month. Any course(s) that are not started by the deadline will start automatically after the deadline.


If you have purchased an Advanced Certificate in 3H Financial Planning course package refer to the Advanced Certificate in 3H Financial Planning web page for information on the time-period that you have to start your courses.


Maximum Allowance Time to Complete the Course

Once you start a continuous professional development course, you have three (3) months to complete it. Failure to successfully complete the course within three months of starting will result in an “incomplete” record for the course.


Refund Policy

FP Canada Institute continuous professional development course fees are non-refundable.


Repeating Enrolment

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.


 

Technology Requirement

 

Browser

For an optimal experience we recommend using supported browsers. Please ensure that your browser has Javascript and Cookies enabled.

BrowserBrowser Version(s)
Microsoft® EdgeLatest
Mozilla® Firefox®Latest, ESR
Google® Chrome™Latest
Apple® Safari®Latest

Note: Microsoft Internet Explorer® is not a supported browser.

 

Tablet and Mobile
DeviceOperating System BrowserSupported Browser Version(s)
Android™Android 5.0 +ChromeLatest
AppleiOSSafari, ChromeThe current and previous major version of iOS Chrome: Latest version for the iOS browser.
WindowsWindows 10Edge, Chrome, FirefoxLatest version of all browsers, and Firefox ESR.

 

General Technological 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.

 

Questions

For assistance with your continuing education registration or for questions about the course please contact our FP Canada Stakeholder Support team at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00