New Education Requirements - In Effect January 1, 2020

There are new education requirements for FP Canada certificants. Beyond the technical knowledge that is essential to financial planning, planners require professional skills that empower them to communicate effectively and deliver advice in a way that resonates, along with a deep understanding of their ethical obligations. The new education requirements on FP Canada’s paths to certification will ensure that planners develop these important skills in addition to their technical skills.


Explore the programs below to learn more about your education requirements. To view a complete list of professional education and course equivalency fees, click here.

QAFP™ Certification Education Programs

 

CFP® Certification Education Programs

 

Education Programs

Introduction to Professional Ethics (IPE) - Available in 2020

A three-hour long self-study course, Introduction to Professional Ethics (IPE) equips students 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 QAFP™ professionals and CFP® professionals, why they matter and what they mean in practical terms.

 

FP Canada-Approved Core Curriculum Program

Completion of an FP-Canada Approved Core Curriculum Program is a requirement on the path to QAFP certification or CFP certification. This program reflects the knowledge requirements detailed in the Financial Planning Body of Knowledge. FP Canada-Approved Core Curriculum Programs are offered by several institutions throughout Canada, both in-person and online.

 

FP Canada-Approved Advanced Curriculum Program

Completion of an FP-Canada Approved Advanced Curriculum Program is a requirement on the path to CFP certification. This program reflects the advanced knowledge requirements detailed in the Financial Planning Body of Knowledge. FP Canada-Approved Advanced Curriculum Programs are offered by several institutions throughout Canada, both in-person and online.

 

FP Canada-Approved Core and Advanced Curriculum Programs

Certain education programs fulfil both the requirements on the path to QAFP certification as well as the requirements on the path to CFP Certification. These FP Canada-Approved Core and Advanced Curriculum Programs are offered by several institutions throughout Canada, both in-person and online.

 

QAFP Professional Education Program - Available in 2020

The QAFP Professional Education Program teaches students how to apply the body of knowledge they have acquired from their FP Canada-Approved Core Curriculum Program courses in an integrated fashion and to the practice of financial planning in less complex client engagements. This program introduces models and techniques for undertaking all phases of the financial planning process in less complex client engagements.

QAFP Professional Education Program teaches students how to apply their technical knowledge and learn and apply key facets of human behaviour and fundamental professional skills in the areas of communications, critical thinking, managing relationships and ethical obligations and dilemmas in these less complex client engagements.

QAFP Professional Education Program learning uses real-world case scenarios for students to develop a deep understanding of, and competence in the integrated, holistic nature of financial planning practice.

 

CFP Professional Education Program - Available in 2020

The CFP Professional Education Program teaches students how to apply the totality of the body of knowledge gained in their core and Advanced Curriculum Program courses in an integrated fashion and to the practice of financial planning. This program introduces models and techniques for undertaking all phases of the financial planning process with clients who have situations and/or needs at various levels of complexity.

CFP Professional Education Program teaches students how to apply their technical knowledge and learn and apply fundamental and advanced principles of human behaviour and professional skills in the areas of communications, critical thinking, managing relationships, ethical obligations and dilemmas, all which may be required in client engagements that are both more and less complex. CFP Professional Education Program learning uses real-world case scenarios for students to develop a deep understanding of, and competence in the integrated, holistic nature of financial planning practice.

 

QAFP-to-CFP Certification Bridge Program - Available in 2021

Offered by FP Canada Institute, QAFP-to-CFP Certification Bridge Program is designed for QAFP professionals who are interested in pursuing CFP Certification and have completed QAFP Professional Education Program. This program is a streamlined version of CFP Professional Education Program to allow QAFP professionals to obtain additional knowledge and competence without duplicating their efforts.

 

EDUCATION EXEMPTION POLICIES - Effective January 1, 2020

The following table provides Education Exemptions based on a review of the learning objectives and knowledge expectations for the licenses and designations outlined relative to the FP Canada Standards Council Competency Profile and Financial Planning Body of Knowledge.

Candidates who hold these designations and licenses may apply for education exemptions from components of FP Canada’s Core Curriculum and Advanced Curriculum requirements.

 Exemption Granted*
 Core CurriculumAdvanced Curriculum
Securities License (IIROC) Investment Planning None
Mutual Funds License (MFDA) Investment Planning None
Provincial Insurance License Insurance and Risk Management None
CIM® Investment Planning None
RRC® Retirement Planning
Estate Planning
Retirement Planning
Estate Planning
PFP® ** Entire Curriculum None
CLU® Entire Curriculum Entire Curriculum

    * Subject to change based on changes to the education requirements leading to licensure and designations or changes made to FP Canada certification or education requirements.
    ** The Canadian Securities Institute (CSI) is currently reviewing its curriculum leading to the PFP designation. Exemptions for courses leading to the PFP designation are subject to change based on curriculum changes that CSI may introduce.

In addition, effective January 1, 2020, if you hold one of the following financial or other professional qualifications, you may be eligible to pursue an alternate path to CFP certification. Select a designation below to view the path to CFP certification.

 

FP Canada-Approved Core and Advanced Curriculum Program Providers

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

Advocis

10 Lower Spadina Ave, Suite 600

Toronto

M5V 2Z2

www.advocis.ca

Advocis CFP® Certification Program

Member Services

info@advocis.ca

Toll free: 1-877-773-6765

 

 

Ashton College

1190 Melville Street

Vancouver, BC

V6E 3W1

www.ashtoncollege.ca

Advocis CFP® Certification Program

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the Student Support Centre.

Student Support Centre

business-support@athabascau.ca

1-800-468-6531

 

 

Business Career College Corp.

9090 51 Avenue, Edmonton, AB, T6E 5X4

www.businesscareercollege.com

Business Career College Core Curriculum Program

Penny Watt or Jason Watt

penny.watt@businesscareercollege.com

Kelly Brewer

Kelly@businesscareercollege.com

780-482-5990 or

Toll free: 1-877-934-5577

 

 

Canadian Institute of Financial Planning (CIFP)

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

www.cifp.ca

CIFP CFP® Certification Program

Justin Warren

lbago@cifps.ca

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

 

 

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)

customer_support@csi.ca

416-364-9130

Toll free: 1-866-866-2601

 

 

Fanshawe College of Applied Arts & Technology

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

Professional Financial Services

Business Finance Diploma

Specific online courses within Professional Financial Services Post Graduate Certificate and Business Finance Diploma will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Lawrence Lynch, Professor & Coordinator of Financial Services Programs

LLynch@fanshawec.ca

519-452-4430 Ext: 4396

Bow Valley College

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

www.bowvalleycollege.ca

Business Administration Diploma - Financial Services Major

Raj Brar

rbrar@bowvalleycollege.ca

403-410-1658

 

 

Business Career College Corp. - Edmonton Campus

9090 51 Avenue, Edmonton, AB, T6E 5X4

www.businesscareercollege.com

Business Career College Core Curriculum Program

Penny Watt or Jason Watt

penny.watt@businesscareercollege.com

Kelly Brewer

Kelly@businesscareercollege.com

780-482-5990 or

Toll free: 1-877-934-5577

 

 

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

Catherine Roy-Heaton

croyheaton@mtroyal.ca

403-440-8643

 

 

Northern Alberta Institute of Technology (NAIT)

11762-106 Street, Edmonton, T5G 2R1

www.nait.ca

Bachelor of Business Administration Degree. Please note that specific courses within this program will qualify candidates to sit for the FPSC Level 1® Examination in Financial Planning. For more information, please contact the program contact.

Thomas Varghese, Chair Finance Programs

thomasv@nait.ca

1-780-378-2848

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Bill Ross, Academic Chair Financial Services

william.ross@sait.ca

403-774-5269

 

 

University of Calgary, Haskayne School of Business

2500 University Drive NW, Calgary, T2N 1N4

www.haskayne.ucalgary.ca

Students who are enrolled in the Bachelor of Commerce program, Personal Financial Planning concentration, are eligible to take courses that are part of the requirements to sit for the FPSC Level 1 Examination in Financial Planning.

Dr. Norma Nielson, Ph.D., CLU

norma.nielson@haskayne.ucalgary.ca

403-220-7784

Ashton College

1190 Melville Street, Vancouver, V6E 3W1

www.ashtoncollege.ca

Advocis CFP® Certification Program

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please email the program contact or watch this video.

Deacon Devlin

Deacon_Devlin@bcit.ca

604-412-7453

 

 

Capilano University

2055 Purcell Way, North Vancouver, V7J 3H5

www.capilanou.ca

Specific courses within the Bachelor of Business Administration (BBA) Degree will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Enrique Gonzalez, Instructor

enriquearcegonzalez@capilanou.ca

604-986-1911 Ext: 7342

 

 

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 will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Morna Fraser, BBA Financial Services and Administration Degree Coordinator

fraserm@douglascollege.ca

604-527-5059

 

 

Okanagan College

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

www.okanagan.bc.ca

Advocis CFP® Certification Program

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Louis Bielmann, Assistant Professor of Finance

louis.bielmann@twu.ca

604-888-7511 Ext: 3475

 

 

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

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

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

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

Angela Lyrette, Coordinator & Professor

angela.lyrette@algonquincollege.com

613-727-4723 Ext: 2504

 

 

Canadian Academy of Financial Designations Inc. (CAFD)

69 Thorndale Road, Brampton, L6P 1G5

www.advocis.ca

Advocis CFP® Certification Program

Devanand Persaud

dev.persaud@rogers.com

416-315-8234

 

 

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

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 Diploma, Business Administration, Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Tanya Staples, CFP, Program Coordinator

tstaples@conestogac.on.ca

519-748-5220 Ext: 3169

 

 

Durham College

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

durhamcollege.ca

CIFP CFP® Certification Program, CIFP offered in Financial Services

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

Business Finance Diploma

Specific courses within Professional Financial Services Post Graduate Certificate and Business Finance Diploma will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please use the institution links.

Lawrence Lynch, Professor & Coordinator of Financial Services Programs

LLynch@fanshawec.ca

519-452-4430 Ext: 4396

 

 

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 Applied Business/ Bachelor of Commerce, Financial Services – Major in Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Niraj Sinha, School of Financial Services

niraj.sinha@georgebrown.ca

416-415-5000 Ext: 2547

 

 

George Brown College - Diploma, Financial Planning

290 Adelaide Street East, Toronto, M5T 2T9

www.georgebrown.ca

Specific courses within the Diploma, Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

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

cfallis@georgebrown.ca

416-415-5000 Ext: 3716

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Richard Kingston, Program Coordinator

richard.kingston@humber.ca

416-675-6622 Ext: 3227

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Michele Calpin, Program Coordinator

michele.calpin@humber.ca

416-675-6622 Ext: 5116

 

 

Lambton College of Applied Arts and Technology

1457 London Rd, Sarnia, ON N7S 6K4

www.lambton.on.ca

Financial Planning Certificate Program

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

Yves Robichaud

yrobichaud@laurentienne.ca

705-675-1151 Ext: 2145

 

 

Mohawk College

135 Fennel Avenue West, Hamilton, L9C 1E9

www.mohawkcollege.ca

Specific courses within the Diploma, Financial Services qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Christine DiCarlo

christine.dicarlo@mohawkcollege.ca

905-575-1212 Ext: 3619

 

 

Mohawk College Continuing Education, Business & Human Services

135 Fennell Avenue West, Hamilton, L9C 1E9

www.mohawkcollege.ca

Financial Planning Certificate Program

Online Learning Office

cebusiness@mohawkcollege.ca

905-575-2703

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Yi Feng, Chair, Finance

yi.feng@ryerson.ca

416-979-5000 Ext: 6755

 

 

Ryerson University - Certificate in Financial Planning

350 Victoria Street, Toronto, M5B 2K3

www.ryerson.ca/ce

Continuing Education - Certificate in Financial Planning

Yi Feng, Chair, Finance

yi.feng@ryerson.ca

416-979-5000 Ext: 6755

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Bobby Killins, Program Coordinator

robert.killins@senecacollege.ca

416-491-5050 Ext: 22671

 

 

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

1750 Finch Avenue East, Toronto, M2J 2X5

www.senecacollege.ca

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

Charles Purchase

charles.purchase@senecac.on.ca

416-491-5050 Ext: 4053

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Jamison Aldcorn, Program Coordinator

jamison.aldcorn@senecac.on.ca

416-491-5050 Ext: 6570

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Peter Wan, Professor/Specialization Leader

peter.wan@senecac.on.ca

416-491-5050 Ext: 6762

 

 

Sheridan College - Faculty of Business

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

www.sheridancollege.ca

Business Administration-Finance

Mamunur Rashid, Associate Dean

mamunur.rashid@sheridancollege.ca

905-845-9430 Ext: 2518

 

 

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 qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please use the institution link.

Chris Robinson

crobinso@yorku.ca

416-736-2100 Ext: 20097