Educators

Providers of FP Canada-Approved education, including education for FP Canada™ certification and Continuing Education (CE) activities, are in demand by those on the path to certification as well as nearly 20,000 FP Canada certificants. In this section you will find resources and information to equip you in preparing the next generation of professional financial planners for success in their careers and supporting current FP Canada certificants in fulfilling their CE requirements.

Become an FP Canada-Approved Core Curriculum or Advanced Curriculum Provider

As an education provider, you may choose to offer education leading to QAFP™ certification, CFP® certification or both. There are separate guidelines and approval processes for each.

All educators must demonstrate how their courses align to the FP Canada Standards Council™ Competency Profile and the underlying technical knowledge as detailed in the Financial Planning Body of Knowledge by providing course learning outcomes and a sampling of financial planning content and assessment items. This ensures a high focus on the practical nature of the competencies as the key driver of learning outcomes.

Learn More

 

Resources for Core Curriculum and Advanced Curriculum Educators

Educator Guidelines for FP Canada-Approved Curriculum
Standards of Professional Responsibility
FP Canada Standards Council Competency Profile
Financial Planning Body of Knowledge
2019 Projection Assumption Guidelines
FP Canada Certification Marks
View More Resources

 

Book a Visit from a CFP Professional Ambassador

CFP Professional Ambassadors provide a first-hand perspective about a career in financial planning to students in education programs or candidates attending professional recruitment and networking events. These trained, practicing CFP professionals attend sessions across the country to share their day-to-day experiences as a CFP professional.

Request a CFP Professional Ambassador

 

Become an FP Canada-Approved Continuing Education Provider

To maintain their certification, all FP Canada certificants must complete Continuing Education (CE) activities every year. Education providers who offer FP Canada-Approved CE Activities are in demand by nearly 20,000 FP Canada certificants.

Learn More

 

Resources for Continuing Education Providers

FP Canada Certification CE Requirements
FP Canada CE Approval Program Manual
FP Canada Portal
FP Canada-Approved CE Activities
Standards of Professional Responsibility
FP Canada Standards Council Competency Profile
Financial Planning Body of Knowledge
FAQ: Continuing Education Requirements