FP Canada-Approved Core Curriculum Providers and Programs
The following programs fulfil the Core Curriculum education requirement (Technical Education – Fundamentals) on the path to QAFP® certification or CFP® certification.
FP Canada Institute™
902 – 375 University Ave, Toronto ON M5G 2J5
QAFP Certification Program
- Fulfills Technical Education – Fundamentals or Core Curriculum requirements for QAFP certification
- Includes the QAFP Professional Education Program
CFP Certification Program
- Fulfills all Technical Education or Core and Advanced Curriculum requirements for CFP certification
- Includes the CFP Professional Education Program
Explore all courses and programs
(416) 593-8587
Canadian Securities Institute (CSI)
Moody’s Analytics Training & Certification Services
200 Wellington St. West, 15th Floor Toronto, M5V 3C7
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
416-364-9130 or Toll free: 1-866-866-2601
*Candidates who have completed the 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) course, however FP Canada recommends completing the course prior to attempting the QAFP Exam.
10 Lower Spadina Ave, Suite 600
Toronto
M5V 2Z2
Advocis Core Curriculum Program for QAFP® Certification
Contact: Member Services
Toll free: 1-877-773-6765
*click provider name to see eligible course exemptions
Ashton College
1190 Melville Street
Vancouver, BC
V6E 3W1
Specific courses within Financial Services Program Leading to QAFP® Certification and CFP® Certification 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: Jane Chang
1-604-899-0803
Athabasca University
1 University Drive
Athabasca, AB
T9S 3A3
Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core Curriculum requirements leading to QAFP. For more information, please contact the Student Support Centre.
Contact: Student Support Centre
business-support@athabascau.ca
1-800-468-6531
9090 51 Avenue, Edmonton, AB, T6E 5X4
Business Career College Core Curriculum Program
Contact: Jason Watt
jason.watt@businesscareercollege.com
1-780-482-5990 or
Toll free: 1-877-934-5577
*click provider name to see eligible course exemptions
Athabasca University
1 University Drive
Athabasca, AB
T9S 3A3
Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the Student Support Centre.
Contact: Student Support Centre
business-support@athabascau.ca
1-800-468-6531
Business Career College Corp. - Edmonton Campus
9090 51 Avenue, Edmonton, AB, T6E 5X4
Business Career College Core and Advanced Curriculum Program
Contact: Jason Watt
jason.watt@businesscareercollege.com
1-780-482-5990 or
Toll free: 1-877-934-5577
*click provider name to see eligible course exemptions
Ashton College
1190 Melville Street, Vancouver, V6E 3W1
Specific courses within Financial Services Program Leading to QAFP® Certification and CFP® Certification 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: Jane Chang
1-604-899-0803
BCIT (B.C. Institute of Technology)
3700 Willingdon Avenue, Burnaby, V5G 3H2
Specific courses within the Full-time Diploma or Part-time Certificate Financial Management, Financial Planning Option programs will satisfy FP Canada’s Advanced Curriculum requirements leading to CFP certification. For more information, please contact the program contact.
Contact: Chris Gresat
1-604-451-6937
Douglas College
700 Royal Avenue, New Westminster, V3L 5B2
Specific courses within the Bachelor of Business Administration (BBA) in Financial Services, Post-Degree Diploma in Financial Planning and Post Baccalaureate Diploma, Finance programs will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Morna Fraser, BBA Financial Services and Administration Degree Coordinator
1-604-527-5059
Trinity Western University
7600 Glover Road, Langley, V2Y 1Y1
Specific courses within the B.B.A. in finance, specialization in financial planning will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Louis Bielmann, Assistant Professor of Finance
1-604-888-7511 Ext: 3475
Conestoga College Institute of Technology and Advanced Learning
299 Doon Valley Dr, Kitchener, N2G 4M4
Specific courses within the Diploma, Business Administration, Financial Planning will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Jennifer Banfield, FP Canada Liaison
1-519-748-5220
George Brown College – Diploma, Business - Finance (B133)
290 Adelaide Street East, Toronto, M5T 2T9
Specific courses within the Diploma, Business - Finance will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services
416-415-5000 Ext: 3716
George Brown College – Diploma, Business Administration (B130/B150)
290 Adelaide Street East, Toronto, M5T 2T9
Specific courses within the Diploma, Business Administration will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services
416-415-5000 Ext: 3716
Humber Institute of Technology and Advanced Learning
3199 Lakeshore Blvd. West, Toronto, M8V 1K8
Specific courses within the Financial Planning Postgraduate Certificate will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact
Contact: Richard Kingston, Program Coordinator
416-675-6622 Ext: 3227
Humber Institute of Technology and Advanced Learning
3199 Lakeshore Blvd. West, Toronto, M8V 1K8
Specific courses within the Bachelor of Commerce will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Michele Calpin, Program Coordinator
416-675-6622 Ext: 5116
Seneca College of Applied Arts & Technology – Business Administration - Financial Planning (Advanced Diploma)
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Diploma in Business Administration - Accounting & Financial Planning will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Seneca College of Applied Arts & Technology – Business Administration - Accounting & Finance, Financial Planning Specialization
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Diploma in Business Administration - Accounting & Financial Planning will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Seneca College of Applied Arts & Technology – Financial Planning Graduate Certificate
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Financial Planning Graduate Certificate will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Sheridan College - Faculty of Business
4180 Duke of York Boulevard, Mississauga, Ontario L5B 0G5
Specific courses within the Diploma, Business Administration – Finance will satisfy FP Canada’s Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: Kathleen Bégin, Program Coordinator – Finance Diplomas
kathleen.begin@sheridancollege.ca
905-845-9430 Ext: 5392
Toronto Metropolitan University - G. Raymond Chang School of Continuing Education
350 Victoria Street, Toronto, M5B 2K3
Specific courses offered through the G. Raymond Chang School of Continuing Education will satisfy FP Canada's Core Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.
Contact: School of Continuing Education
416-979-5035