FP Canada-Approved Core Curriculum Providers and Programs

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

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 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.

 

Advocis

10 Lower Spadina Ave, Suite 600

Toronto

M5V 2Z2

www.advocis.ca

Advocis Core Curriculum Program for QAFP™ 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

1-604-899-0803

 

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 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

*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 Curriculum Program

Contact: Penny Watt or Jason Watt

penny.watt@businesscareercollege.com

Kelly Brewer

Kelly@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

www.athabascau.ca

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

*click provider name to see eligible 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

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

www.ashtoncollege.ca

Advocis Core Curriculum Program for QAFP™ Certification

Contact: Jane Chang

jchang@ashtoncollege.ca

1-604-899-0803

 

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 Curriculum requirements leading to QAFP certification. For more information, please contact the program contact.

Contact: Louis Bielmann, Assistant Professor of Finance

louis.bielmann@twu.ca

1-604-888-7511 Ext: 3475

*click provider name to see eligible course exemptions

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

1-519-748-5220 Ext: 3169

*click provider name to see eligible course exemptions

 

George Brown College – Diploma, Business - Finance (B133)

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

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

cfallis@georgebrown.ca

416-415-5000 Ext: 3716

*click provider name to see eligible course exemptions

 

George Brown College – Diploma, Business Administration (B130/B150)

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

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

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 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

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 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

michele.calpin@humber.ca

416-675-6622 Ext: 5116

*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, will satisfy FP Canada’s Core Curriculum requirements leading to QAFP 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

 

Seneca College of Applied Arts & Technology – Business Administration - Financial Planning (Advanced Diploma)

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollega.ca

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: Jamison Aldcorn, Program Coordinator

jamison.aldcorn@senecac.on.ca

416-491-5050 Ext: 6570

*click provider name to see eligible course exemptions

 

Seneca College of Applied Arts & Technology – Business Administration - Accounting & Finance, Financial Planning Specialization

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 Curriculum requirements leading to QAFP 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