FP CANADA INSTITUTE
EDUCATION TO ELEVATE PRACTICEThe FP Canada Institute develops and delivers professional education to help financial planners remain relevant, effective and at the forefront of their financial planning careers.
The Institute’s programs support financial planners in understanding the many factors that influence the financial planning process and the decisions clients make, including ethical dilemmas, behavioural economics and consumer psychology. That knowledge is critical in today’s competitive environment, which has been profoundly altered by technology and automation, and by the changing expectations of both clients and industry.
In addition to their essential technical knowledge, financial planners need strong communication, critical thinking and relationship skills. The Institute’s Professional Education Programs and Continuous Professional Development courses instill these holistic professional skills to help financial planners meet the diverse and evolving needs of Canadians—from client engagement and discovery to presenting, implementing and monitoring the plan.
A “Bridge” to CFP® Certification for QAFP™ Professionals
QAFP professionals pursuing CFP certification now have a new “bridge” pathway to their goal. The FP Canada Institute QAFP Certification to CFP Certification Bridge Program builds on the skills students gain in the QAFP Professional Education Program. Candidates can enrol in the Bridge Program if they:
- hold QAFP certification in good standing
- have completed the QAFP Professional Education Program
- have completed an FP Canada™-approved Advanced Curriculum Program
“3H” SKILLS SET FINANCIAL PLANNERS APART
