FP Canada-Approved Core and Advanced Curriculum Providers and Programs

The following programs fulfil the Core Curriculum education requirement on the path to QAFP™ certification or CFP® certification. These programs also fulfil the Advanced Curriculum education requirement on the path to CFP certification.

Advocis

10 Lower Spadina Ave, Suite 600

Toronto

M5V 2Z2

www.advocis.ca

Advocis Core and Advanced Curriculum Program for QAFP™ and CFP® Certification

Contact: Member Services

info@advocis.ca

Toll free: 1-877-773-6765

*click provider name to see eligible course exemptions

 

Ashton College

1190 Melville Street

Vancouver, BC

V6E 3W1

www.ashtoncollege.ca

Advocis Core and Advanced Curriculum Program for QAFP™ and CFP® Certification

Contact: Jane Chang

jchang@ashtoncollege.ca

604-899-0803

 

Athabasca University

1 University Drive

Athabasca, AB

T9S 3A3

www.athabascau.ca

Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the Student Support Centre.

Contact: Student Support Centre

business-support@athabascau.ca

1-800-468-6531

*click provider name to see eligible course exemptions

 

Business Career College Corp.

9090 51 Avenue, Edmonton, AB, T6E 5X4

www.businesscareercollege.com

Business Career College Core and Advanced Curriculum Program

Contact: Penny Watt or Jason Watt

penny.watt@businesscareercollege.com

Kelly Brewer

Kelly@businesscareercollege.com

780-482-5990 or

Toll free: 1-877-934-5577

*click provider name to see eligible course exemptions

 

Canadian Institute of Financial Planning (CIFP)

390 Brant Street, Suite 501, Burlington, ON, L7R 4J4

www.cifp.ca

CIFP CFP® Certification Program

Contact: Luka Bago

lbago@cifps.ca

Toll free: 1-866-635-5526 Ext: 142

*click provider name to see eligible course exemptions

 

Canadian Securities Institute (CSI)

Moody’s Analytics Training & Certification Services

200 Wellington St. West, 15th Floor Toronto, M5V 3C7

www.csi.ca

Stream 1: CFP® Certification Route for Bankers

Stream 2: CFP® Certification Route for Mutual Fund Representatives (MFDA)

Stream 3: CFP® Certification Route for Investment Advisors (IIROC)

Contact: Customer Support

customer_support@csi.ca

416-364-9130 or Toll free: 1-866-866-2601

*Candidates who have completed CSI Streams 1, 2 or 3 by March 31, 2020 are granted an exception from the requirement to complete the Lending, Retirement & Insurance Supplement (LRIS) and Law, Estate & Tax Supplement (LETS) courses, however FP Canada recommends completing both courses prior to registering for the CFP Professional Education Program and attempting the CFP Exam.

 

Fanshawe College of Applied Arts & Technology

1460 Oxford Street East, PO Box 7005, London, N5Y 5R6

Professional Financial Services Post Graduate Certificate

Business Finance Diploma

1 year Post-Graduate Certificate Program
2 year Diploma Program
Specific courses within the Professional Financial Services Post Graduate Certificate and Business Finance Diploma programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs

bbishop@fanshawec.ca

519-452-4430 Ext: 2870

Athabasca University

1 University Drive

Athabasca, AB

T9S 3A3

www.athabascau.ca

Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the Student Support Centre.

Contact: Student Support Centre

business-support@athabascau.ca

1-800-468-6531

*click provider name to see eligible course exemptions

 

Bow Valley College

345-6th Ave. SE, Calgary, AB, T2G 4V1

www.bowvalleycollege.ca

Business Administration Diploma - Financial Services Major

Contact: Raj Brar

rbrar@bowvalleycollege.ca

403-410-1658

*click provider name to see elible course exemptions

 

Business Career College Corp. - Edmonton Campus

9090 51 Avenue, Edmonton, AB, T6E 5X4

www.businesscareercollege.com

Business Career College Core and Advanced Curriculum Program

Contact: Penny Watt or Jason Watt

penny.watt@businesscareercollege.com

Kelly Brewer

Kelly@businesscareercollege.com

780-482-5990 or

Toll free: 1-877-934-5577

*click provider name to see eligible course exemptions

 

Mount Royal University

4825 Mount Royal Gate S.W. Calgary, T3E 6K6

www.mtroyal.ca

CIFP CFP® Certification Program, CIFP offered in the BBA Financial Service Concentration and Financial Services Minor

Contact: Dr. Reza H. Chowdhury, Chair and Associate Professor, Accounting and Finance

rchowdhury@mtroyal.ca

403-440-6941

 

Northern Alberta Institute of Technology (NAIT)

11762-106 Street, Edmonton, T5G 2R1

www.nait.ca

Specific courses within the Bachelor of Business Administration Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Thomas Varghese, Chair Finance Programs

thomasv@nait.ca

1-780-378-2848

*click provider name to see eligible course exemptions

 

Southern Alberta Institute of Technology (SAIT)

1301 16th Avenue NW Calgary, T2M 0L4

www.sait.ca

Specific courses within the Business Administration Diploma - Financial Services Major program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Bill Ross, Academic Chair Financial Services

william.ross@sait.ca

403-774-5269

*click provider name to see eligible course exemptions

 

University of Calgary, Haskayne School of Business

2500 University Drive NW, Calgary, T2N 1N4

www.haskayne.ucalgary.ca

Specific courses within the Bachelor of Commerce program, Personal Financial Planning concentration, will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Dr. Anne Kleffner, Professor, Chair Insurance & Risk Management, Faculty - Executive

anne.kleffner@haskayne.ucalgary.ca

403-220-8596

Ashton College

1190 Melville Street, Vancouver, V6E 3W1

www.ashtoncollege.ca

Advocis Core and Advanced Curriculum Program for QAFP™ and CFP® Certification

Contact: Jane Chang

jchang@ashtoncollege.ca

604-899-0803

 

BCIT (B.C. Institute of Technology)

3700 Willingdon Avenue, Burnaby, V5G 3H2

www.bcit.ca

Specific courses within the full-time or part-time “Financial Management: Financial Planning Option” program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Deacon Devlin

Deacon_Devlin@bcit.ca

604-412-7453

*click provider name to see eligible course exemptions

 

Capilano University

2055 Purcell Way, North Vancouver, V7J 3H5

www.capilanou.ca

Specific courses within the Bachelor of Business Administration (BBA) Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Enrique Gonzalez, Instructor

enriquearcegonzalez@capilanou.ca

604-986-1911 Ext: 7342

*click provider name to see eligible course exemptions

 

Douglas College

700 Royal Avenue, New Westminster, V3L 5B2

www.douglascollege.ca

Specific Courses within the Bachelor of Business Administration (BBA) in Financial Services and Post-Degree Diploma in Financial Planning Specific courses within the Bachelor of Business Administration (BBA) Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Morna Fraser, BBA Financial Services and Administration Degree Coordinator

fraserm@douglascollege.ca

604-527-5059

*click provider name to see eligible course exemptions

 

Okanagan College

1000 K.L.O Rd, Kelowna, V1Y 4X8

www.okanagan.bc.ca

Advocis Core and Advanced Curriculum Program for QAFP™ and CFP® Certification

Contact: Steven Watson, BSSc, MA, CFP, FMA

swatson@okanagan.bc.ca

250-762-5445 ext: 4856

 

Trinity Western University

7600 Glover Road, Langley, V2Y 1Y1

www.twu.ca

Specific courses within the B.B.A. in finance, specialization in financial planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Louis Bielmann, Assistant Professor of Finance

louis.bielmann@twu.ca

604-888-7511 Ext: 3475

*click provider name to see eligible course exemptions

 

University of Victoria

PO Box 1700 STN CSC, Victoria, V8W 2Y2

www.uvic.ca

CIFP CFP® Certification Program, CIFP (part-time) offered in Continuing Education

Contact: Pat Webster

pwebster@uvcs.uvic.ca

250-721-6412

 

Vancouver Island University

900 Fifth Street

Nanaimo, BC

Canada V9R 5S5

www.viu.ca

CIFP CFP® Certification Program

Contact: Keith Jensen, Ph.D., Finance Department

Keith.Jensen@viu.ca

250-753-3245 Ext: 2369

Red River College

2055 Notre Dame Avenue, Winnipeg, R3H 0J9

www.rrc.mb.ca

CIFP CFP® Certification Program, CIFP offered in Continuing Education - Financial Planning

Contact: Melissa Fontaine

mfontaine@rrc.ca

204-632-2020

Algonquin College

1385 Woodroffe Avenue, Ottawa, K2G 1V8

www.algonquincollege.com

Advocis CFP® Certification Program

CIFP CFP® Certification Program, CIFP offered in Business Administration Finance Program

Contact: Angela Lyrette, Coordinator & Professor

angela.lyrette@algonquincollege.com

613-727-4723 Ext: 2504

 

Centennial College - Financial Services Program

P.O. Box 631, Station A, Toronto, M1K 5E9

www.centennialcollege.ca

CIFP CFP® Certification Program, CIFP offered in Financial Services Program

Contact: Tom Barker

tbarker@centennialcollege.ca

416-289-5000 Ext: 2030

 

Conestoga College Institute of Technology and Advanced Learning

299 Doon Valley Dr, Kitchener, N2G 4M4

www.conestogac.on.ca

Specific courses within the Diploma, Business Administration, Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Tanya Staples, CFP, Program Coordinator

tstaples@conestogac.on.ca

519-748-5220 Ext: 3169

*click provider name to see eligible course exemptions

 

Durham College

2000 Simcoe St. N. Oshawa, ON, Canada L1H 7K4

durhamcollege.ca

CIFP CFP® Certification Program, CIFP offered in Financial Services

Contact: Continuing Education

coned@durhamcollege.ca

905-721-3052

 

Fanshawe College of Applied Arts & Technology

1460 Oxford Street East, PO Box 7005, London, N5Y 5R6

Professional Financial Services Post Graduate Certificate

Business Finance Diploma

1 year Post-Graduate Certificate Program
2 year Diploma Program
Specific courses within the Professional Financial Services Post Graduate Certificate and Business Finance Diploma programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs

bbishop@fanshawec.ca

519-452-4430 Ext: 2870

 

Fanshawe College of Applied Arts & Technology and King's University College at Western University

1460 Oxford Street East, PO Box 7005, London, N5Y 5R6

266 Epworth Avenue, London Ontario, Canada N6A 2M3

Finance and Wealth Management Collaborative Program

Specific courses within the 4-year collaborative Finance and Wealth Management program offered through King's University College at Western University and Fanshawe College will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. Successful graduates of the program will receive a Bachelor of Arts - Finance (3 year) degree from Western University and a Business - Finance (2 year) diploma from Fanshawe College.
For more information, please contact the program contact. Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs

Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs

bbishop@fanshawec.ca

519-452-4430 Ext: 2870

 

George Brown College - Bachelor of Applied Business/Bachelor of Commerce

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

Specific courses within the Bachelor of Commerce, Financial Services – Major in Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Niraj Sinha, School of Financial Services

Contact:niraj.sinha@georgebrown.ca

416-415-5000 Ext: 2547

*click provider name to see eligible course exemptions

 

George Brown College - Diploma, Financial Planning

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

Specific courses within the Diploma, Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services

cfallis@georgebrown.ca

416-415-5000 Ext: 3716

*click provider name to see eligible course exemptions

 

George Brown College - Financial Planning Postgraduate Certificate

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

Specific courses within the Financial Planning Postgraduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services

cfallis@georgebrown.ca

416-415-5000 Ext: 3716

*click provider name to see eligible course exemptions

 

Humber Institute of Technology and Advanced Learning

3199 Lakeshore Blvd. West, Toronto, M8V 1K8

www.humber.ca

Specific courses within the Financial Planning Postgraduate (full-time) Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Richard Kingston, Program Coordinator

richard.kingston@humber.ca

416-675-6622 Ext: 3227

*click provider name to see eligible course exemptions

 

Humber Institute of Technology and Advanced Learning

3199 Lakeshore Blvd. West, Toronto, M8V 1K8

www.humber.ca

Specific courses within the Bachelor of Commerce Finance Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Michele Calpin, Program Coordinator

michele.calpin@humber.ca

416-675-6622 Ext: 5116

*click provider name to see eligible course exemptions

 

Lambton College of Applied Arts and Technology

1457 London Rd, Sarnia, ON N7S 6K4

www.lambton.on.ca

Financial Planning Certificate Program

Contact: Judy Thorner

judyt@lambtoncollege.ca

519-542-7751 Ext: 3559

 

Laurentian University - Certificate

Ramsey Lake Road, Sudbury, P3E 2C6

www.laurentienne.ca

Certificat en Planification Financiere, School of Commerce and Administration

Contact: Yves Robichaud

yrobichaud@laurentienne.ca

705-675-1151 Ext: 2145

*click provider name to see eligible course exemptions

 

Mohawk College

135 Fennel Avenue West, Hamilton, L9C 1E9

www.mohawkcollege.ca

Specific courses within the Diploma, Financial Services will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Christine DiCarlo

christine.dicarlo@mohawkcollege.ca

905-575-1212 Ext: 3619

*click provider name to see eligible course exemptions

 

Mohawk College Continuing Education, Business & Human Services

135 Fennell Avenue West, Hamilton, L9C 1E9

www.mohawkcollege.ca

Financial Planning Certificate Program

Contact: Online Learning Office

cebusiness@mohawkcollege.ca

905-575-2703

*click provider name to see eligible course exemptions

 

Ryerson University - Bachelor of Commerce

350 Victoria Street, Toronto, M5B 2K3

www.ryerson.ca

Specific courses within the Bachelor of Commerce, School of Business Management, Ted Rogers School of Business Management will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Yi Feng, Chair, Finance

yi.feng@ryerson.ca

416-979-5000 Ext: 6755

*click provider name to see eligible course exemptions

 

Ryerson University - Certificate in Financial Planning

350 Victoria Street, Toronto, M5B 2K3

www.ryerson.ca/ce

Continuing Education - Certificate in Financial Planning

Contact: Yi Feng, Chair, Finance

yi.feng@ryerson.ca

416-979-5000 Ext: 6755

*click provider name to see eligible course exemptions

 

Seneca College of Applied Arts & Technology - Honours Bachelor of Commerce - Financial Services Management

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollega.ca

Specific courses within the Bachelor of Applied Business - Financial Services Management will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Ryan Laverty, Program Coordinator

ryan.laverty@senecacollege.ca

416-491-5050 Ext: 26502

*click provider name to see eligible course exemptions

 

Seneca College of Applied Arts & Technology - Certificate in Financial Planning

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollege.ca/ce

CIFP CFP® Certification Program, CIFP offered in part-time program

Contact: John Wong

john.wong1@senecacollege.ca

416-491-5050 Ext: 26630

*click provider name to see eligible course exemptions

 

Seneca College of Applied Arts & Technology - Diploma in Business Administration

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollege.ca

Specific courses within the Diploma in Business Administration - Accounting & Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Peter Wan, Professor/Specialization Leader

peter.wan@senecac.on.ca

416-491-5050 Ext: 6570

*click provider name to see eligible course exemptions

 

Seneca College of Applied Arts & Technology - Diploma in Business Administration

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollege.ca

Specific courses within the Diploma in Business Administration - Financial Planning Specialization will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Peter Wan, Professor/Specialization Leader

peter.wan@senecac.on.ca

416-491-5050 Ext: 6762

*click provider name to see eligible course exemptions

 

Sheridan College - Faculty of Business

4180 Duke of York Boulevard, Mississauga, Ontario L5B 0G5

www.sheridancollege.ca

Business Administration-Finance

Contact: Kathleen Bégin, Program Coordinator – Finance Diplomas

kathleen.begin@sheridancollege.ca

905-845-9430 Ext: 2518

*click provider name to see eligible course exemptions

 

York University - School of Administrative Studies

4700 Keele Street, North York, Toronto, Ontario M3J 1P3

BCom: www.yorku.ca

Certificate: www.yorku.ca

Specific courses within the Bachelor of Commerce, Honours Finance or Professional Certificate in Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.

Contact: Chris Robinson

crobinso@yorku.ca

416-736-2100 Ext: 20097