A version of this article was originally published in the spring 2025 issue of FP Standard Magazine. You can download it or read the full issue online.
FP Canada is expanding further into continuing education with the introduction of new CE offerings. Through the FP Canada Institute™, we offer courses covering a variety of topics that are highly relevant for financial planners.
These courses ensure that planners have access to high-quality CE offerings rooted in our competencies and standards. They allow us to build on our long history of offering CE education—and help ensure that financial planning clients receive up to-date advice.
The new CE courses include the following:
- Financial Planning Strategies for Annuities
- Financial Planning Strategies for Charitable Giving
- Working with Vulnerable Clients
- Personal Income Tax Fundamentals
- Understanding First Home Savings Accounts
- Understanding Registered Disability Savings Plans
- Understanding Segregated Funds
The courses complement the Institute’s industry-leading collection of pre-certification education. They’re offered through a convenient online learning management system, and users can complete them at their own pace. All courses are eligible for CE credits from FP Canada, ID (previously IIROC), and MFD (previously MFDA).
“The addition of these CE courses underscores the FP Canada Institute’s commitment to elevating the practice of financial planning through education and support,” says Alexandra Macqueen, CFP®, Vice President, Learning, Development and Professional Practice and Head of the FP Canada Institute.
Earn CE at the FP Canada Financial Planning Conference
In addition to continuing education courses, financial planners can earn CE by attending FP Canada’s annual virtual Financial Planning Conference in November.
This year’s event, which has been expanded to four days, is going to be bigger and better than ever! That means more opportunities to earn CE credits than in previous years. Look out for more information about conference sessions, panels, and keynotes—and the associated credits.
Keep an eye out for more continuing education courses, which will be rolling out continually throughout 2025. You can purchase them through the CE course catalog now.
