Transferring and completing your education at the FP Canada Institute™
This page is for students currently enrolled in education programs towards Certified Financial Planner® certification or Qualified Associate Financial Planner™ certification at Advocis or The Canadian Institute of Financial Planning (CIFP).
For Advocis students: As of May 31, 2024, FP Canada no longer recognizes the Institute for Advanced Financial Education (IAFE) as an approved technical education provider towards CFP® certification and QAFP® certification. As a result, effective September 28, 2024 the Advocis Fundamentals Program (Core Curriculum) and Advanced Curriculum Program for QAFP certification and CFP certification will no longer fulfil the technical education requirements on the path to certification with FP Canada.
For CIFP students: Effective September 28, 2024, the CIFP Core Curriculum and Advanced Curriculum Program for QAFP certification and CFP certification will no longer fulfil the technical education requirements on the path to QAFP certification and CFP certification.
We’re here to ensure students do not face education disruption or additional costs.
At FP Canada, we’re committed to ensuring students who are currently enrolled with previously-approved education providers, and working to complete education on the path to obtaining CFP certification or QAFP certification, are able to continue
their education without disruption or extra fees.
That’s why for a limited time Advocis and CIFP students have the option to complete their technical education at the FP Canada Institute™. To find out if you’re eligible, select your current education provider below and apply by following the instructions.
For students who have purchased the Fundamentals Program (Core Curriculum) and/or the Advanced Curriculum Program, and are part way through the program or courses on the path to CFP certification or QAFP certification, choose one of these options:
OPTION 1:
You are eligible to seamlessly transfer to the FP Canada Institute.
Contact FP Canada to transfer your existing education registration* to the FP Canada Institute and learn how to continue your education on the path to certification.
This option expires on September 28, 2024.
OPTION 2:
You may continue to complete education through Advocis until September 28, 2024.
Courses completed after this date will no longer be recognized towards CFP certification or QAFP certification. If you anticipate difficulty meeting this deadline, we advise selecting Option 1 and contacting us to arrange an education transfer to the FP Canada Institute
To transfer to the FP Canada Institute, send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for Advocis course(s) for education on the path to CFP certification or QAFP certification purchased or prior to May 31, 2024; and
- if you have completed courses with Advocis, a copy of your transcript so we can assess potential course equivalencies.
Our Certificant & Student Services Team will review your documentation within 10 business days. You will receive an email that identifies all required Technical Education courses remaining on your path to certification and provides
information on relevant timelines. Once you review your steps and confirm your participation, we will update your FP Canada account with qualifying course equivalencies and transfer your courses to the FP Canada Institute so you
may continue your path to certification without disruption.
If you have any questions, contact us at studenttransition@fpcanada.ca or
(416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
*The above-mentioned education transfer option is only applicable to individuals who purchased a bundle and/or individual courses through Advocis on or prior to May 31, 2024. This offer does not apply to students taking Advocis courses through a post-secondary institution. If you are a student at a post-secondary institution, please contact FP Canada for more details. You can reach us at info@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
For students who have purchased the Core Curriculum & Advanced Curriculum Program and are partway through the program on the path to CFP certification or QAFP certification, choose one of these options:
OPTION 1:
You are eligible to seamlessly transfer to the FP Canada Institute.
Contact FP Canada to transfer your existing education registration* to the FP Canada Institute and learn how to continue your education on the path to certification.
This option expires on September 28, 2024.
OPTION 2:
You may continue to complete education through CIFP until September 28, 2024.
Courses completed after this date will no longer be recognized towards CFP certification or QAFP certification. If you anticipate difficulty meeting this deadline, we advise selecting Option 1 and contacting us to discuss arrange an education transfer to the FP Canada Institute.
To transfer to the FP Canada Institute, send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for CIFP course(s) for education on the path to CFP certification or QAFP certification purchased between January 1, 2023 and on or prior to April 4, 2024; and
- if you have completed courses with CIFP, a copy of your transcript so we can assess potential course equivalencies.
Our Certificant & Student Services Team will review your documentation within 10 business days. You will receive an email that identifies all required Technical Education courses remaining on your path to certification and provides
information on relevant timelines. Once you review your steps and confirm your participation, we will update your FP Canada account with qualifying course equivalencies and transfer your courses to the FP Canada Institute so you
may continue your path to certification without disruption.
If you have any questions, contact us at studenttransition@fpcanada.ca or
(416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
*The above-mentioned education transfer option is only applicable to individuals who purchased the program through CIFP between January 1, 2023 and April 4, 2024. This offer does not apply to students taking CIFP courses through a post-secondary institution. If you are a student at a post-secondary institution, please contact FP Canada for more details. You can reach us at info@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
Frequently Asked Questions
1. Who is eligible to take advantage of this transition option?
Students who purchased one or more Core Curriculum and Advanced Curriculum Program courses from Advocis between on or prior to May 31, 2024 and CIFP between January 1, 2023 and April 4, 2024 are eligible to take advantage of this transition program.
2. How do I take advantage of this transition option?
Advocis Students
Send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for Advocis course(s) for education on the path to CFP certification or QAFP certification purchased on or prior to May 31, 2024; and
- if you have completed courses with Advocis, a copy of your transcript so we can assess potential course equivalencies.
CIFP Students
Send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for CIFP course(s) for education on the path to CFP certification or QAFP certification purchased between January 1, 2023 and on or prior to April 4, 2024; and
- if you have completed courses with CIFP, a copy of your transcript so we can assess potential course equivalencies.
Our Certificant & Student Services Team will review your documentation within 10 business days. You will receive an email that identifies all required Technical Education courses remaining on your path to certification and provides information on relevant timelines. Once you review your steps and confirm your participation, we will update your FP Canada account with qualifying course equivalencies and transfer your courses to the FP Canada Institute so you may continue your path to certification without disruption.
If you have any questions, contact us at studenttransition@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
3. I can’t find my course receipts or transcripts. How do I proceed?
If you’re unable to find your course receipts or transcripts, your course provider can provide them to you upon request. If they’re unable to assist you, contact studenttransition@fpcanada.ca to discuss your options.
4. I’m not able to obtain my transcript from my provider. How do I proceed?
To discuss your options, contact studenttransition@fpcanada.ca and provide any confirmation that you can of courses completed (e.g., course completion emails, CE certificates, etc.).
5. I already completed a full Core Curriculum and Advanced Curriculum Program with CIFP or with Advocis. How does this affect me?
If you completed a full Core and Advanced Curriculum program within four years prior to September 28, 2024, you are not impacted by this change.