Candidates Pursuing CFP® Certification Impacted by COVID-19

In response to the COVID-19 pandemic, CIFP and CSI have suspended all in-person exams in Canada until further notice. This has affected the ability of some students to complete their education requirements for CFP certification.

Education exceptions now available

If you are a CIFP or CSI student who has been impacted by this and who has completed all other courses in your FP Canada Core and/or Advanced Curriculum stream, the FP Canada Institute is now allowing you to enrol in the CFP Professional Education Program (and the pre-requisite Introduction to Professional Ethics course). This exception will allow you to continue with your preparation towards the next sitting of the CFP exam in November 2020 or later.


Students enrolled in the following programs are eligible to register for the May, June or July sessions of the CFP Professional Education Program:

ProgramCourses CompletedMissing Course
CSI Stream 1
  • Canadian Securities Course or Investment Funds in Canada

  • Financial Planning I
Financial Planning II
CSI Stream 2
  • Investment Funds in Canada

  • Fundamentals of Financial Planning

  • Building a Mutual Funds Advisory Practice
Financial Planning Supplement
CSI Stream 3
  • Canadian Securities Course

  • Wealth Management Essentials
Financial Planning Supplement
CIFP CFP Certification Program
  • Retirement Planning (FP1RP)

  • Risk Management and Estate Planning (FP1RMEP)

  • Strategic Investment Planning (FP2SIP)
Income Tax Planning (FP2ITP)

 

How to Register

To confirm your eligibility for the CFP Professional Education Program before registering, students can submit their transcript to FP Canada’s Certificant & Student Services team at info@fpcanada.ca.

Below are the registration deadline dates based on when candidates wish to start the program.

CFP Professional Education Program Start DateRegistration/Transcript Deadline
May 1, 2020April 22, 2020
June 1, 2020May 18, 2020
July 2, 2020June 18, 2020

 

Please note that this exception is only to enrol in the CFP Professional Education Program, and candidates for the CFP examination will have to complete their FP Canada Approved Core and Advanced Curriculum programs in order to be eligible to write.

If you have any questions, please contact FP Canada’s Certificant & Student Services team at info@fpcanada.ca.