FP Canada Institute™ Continuing Education Courses

The FP Canada Institute offers continuing education courses approved for continuing education credits by FP Canada™. Continuing Education courses are written by CFP® professionals and are available in an online self-study format through the FP Canada Institute Learning Platform.

 

Introduction to Professional Ethics (IPE)

 

Course Details

Offered by the FP Canada Institute™, the Introduction to Professional Ethics (IPE) course equips CFP® professionals with the requisite foundational knowledge of the ethical obligations owed by all professionals, and the specific application of these obligations to financial planning practice.

IPE teaches students the distinction between integrity-based professional obligations and compliance-based obligations, with emphasis on the financial services landscape. The course introduces the specific professional obligations of CFP® professionals, why they matter and what they mean in practical terms.

IPE Course Information

CostCourse Length (Approx.) Start DateCE CreditsCompletion Requirements
$2002 hours (3 modules)Immediately—
upon registration
*Two credits in the Professional Responsibility category1Achieve a minimum grade of 60% on the end of course multiple-choice assessment

1Excess credits in the Professional Responsibility category may be applied under the Financial Planning category.

For more information, refer to the Continuing Education Policies

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Continuing Education Policies

 

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Registration

To register for a continuous professional development course, log in to the FP Canada Portal and complete the FP Canada Institute™ Continuing Education Application available on the "My Applications" page.


Getting Started

To start your course(s), log in to the FP Canada Portal and go to your FP Canada Institute continuous professional development dashboard. From there, you can track your progress and choose to start any courses you have purchased. Depending on the course package you purchased, you have the following time-period to start your course(s):

  • Advanced Certificate in 3H Financial Planning – 33 months
  • Skill Based 3H Concentration – 9 months
  • Process Stage Concentration – 5 months
  • Individual Courses – 1 month

Any course(s) that are not started by the deadline will start automatically after the deadline. You will have three (3) months from that date to complete these courses. Refer to the continuous professional development deadlines to see the deadline to start your courses.


Maximum Allowance Time to Complete the Course

Once you start a continuous professional development course, you have three (3) months to complete it. Failure to successfully complete the course requirements and on-the-job practice and reflection exercises within three months of starting, it will result in an “incomplete” record for the course.


Refund Policy

FP Canada Institute continuous professional development course fees are non-refundable.


Repeating Enrolment

Students who do not successfully complete their continuous professional development course within the required timeframe, and who wish to reattempt the course, must re-enrol at the full course fee.

 

Technology Requirements

 

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General Techological Requirements

To complete all elements of the FP Canada Institute’s education programs, you will need:

  • A computer with a sound card and speakers/headphones;
  • A high-speed internet connection; and
  • Adobe Acrobat Reader software.

 

Questions

For assistance with your continuing education registration or for questions about the course please contact our FP Canada Stakeholder Support team at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.