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.

Important Changes to Education Requirements

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1® certification will be replaced by QAFP certification and all current FPSC Level 1 certificants will automatically become QAFP professionals. Additionally, new education requirements for both QAFP certification and CFP® certification will be implemented following a transition period.
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Core and Advanced Curriculum Program Providers

Effective January 1, 2020, FPSC Level 1 certification will be replaced by QAFP certification. Completion of an FP Canada-Approved Core Curriculum Program will be a requirement on the path to QAFP certification and CFP certification. Completion of an FP Canada-Approved Advanced Curriculum Program will also be a requirement on the path to CFP certification.

 

Capstone Course Providers

Effective January 1, 2020, the Capstone Course will no longer be accepted as a prerequisite for first-time writers of the CFP examination. As a result, we are no longer accepting applications for approval of new Capstone Courses.

 

Continuing Education Providers

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.

 

Resources for Educators

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Key Publications

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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