3H-BANNER

 

YOU SPOKE. WE LISTENED.

3H FINANCIAL PLANNING – Holistic, Human, Honest

At the FP Canada Institute™, we pay attention to the evolving needs of Certified Financial Planner® professionals and the financial services industry as a whole. Through surveys and consultations, we identified the need for a continuous professional development program that goes beyond technical skills and offers hands–on learning in the areas of Holistic Financial Planning, Human Behaviour and Honesty and Ethics (3H)—setting the foundation of a new approach to continuous professional development education in for the profession.
 

 

 

Introducing:

The Advanced Certificate in 3H Financial Planning™

As a Continuous Professional Development Program for CFP® professionals

The Advanced Certificate in 3H Financial Planning™, specifically designed for CFP® professionals, provides practical and actionable learning, covering all stages of the financial planning process. The emphasis on 3H Financial Planning – Holistic Financial Planning, Human Behaviour and Honesty and Ethics, leads to effective client engagement for strong, long-lasting relationships and translates into tangible client outcomes, ensuring you stay at the forefront of your financial planning career.

Overview

 

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To my knowledge, nothing I've done with other providers or internally with employers can match this course specifically for Financial Planning roles. Quality of the platform and the course was top notch, and the behavioural concepts were applied perfectly to Financial Planning roles. — Program Participant

 

 

Program Details


The Advanced Certificate in 3H Financial planning™ is a collection of 15 interactive courses. All courses are eligible for continuing education credits. While completion of all 15 courses is a requirement to obtain the Advanced Certificate in 3H Financial Planning the program also allows you the flexibility to choose a pre-defined set of courses called a ‘concentration’. You can also choose to work your way through the program by choosing individual courses.

Enrolment Options


OPTION #1
Option 1 — Advanced Certificate in 3H Financial Planning™ (Full program – all 15 courses)
$1950   $1462Save 25% until December 31, 2020
 
ALL COURSES NOW OPEN FOR REGISTRATION
Concentrations
 
Holistic Financial Planning
Available February 2021
Human Behaviour
Available November 23, 2020
Honesty and Ethics
Available November 30, 2020
Enhancing Client Engagement Demonstrating your Value
Creating, demonstrating and sharing your value proposition with clients for better engagement

Building Rapport and Professional Relationships
Learning how to apply the principles of behavioural economics for stronger client relationships
Creating Transparency and Avoiding Conflicts
Addressing ethical dilemmas that arise while defining the value proposition and at the terms of engagement stage
Deepening Client Conversations Going Beyond Standard Discovery
Optimizing client conversations by employing qualitative questions and comprehensive discussions
Deepening Qualitative Discovery
Identifying gaps in standard discovery methods and using  behavioural economics strategies to fully understand the client
Identifying Ethical Obligations in Discovery
Identifying and effectively handling conflicts and confidentiality concerns during the discovery stage
Improving Analytical Effectiveness Ensuring Analytical Rigour
Assessing the client’s current situation and applying new frameworks to identify and evaluate financial planning strategies
Validating your Analysis
Building awareness of biases and heuristics, during analysis and understanding the importance of validating strategies
Managing Conflicts with Professional Obligations
Learning to deal with discrepancies, conflicting instructions, and situations outside your area of expertise
Building Client Centric Plans Delivering Effective Recommendations
Exploring strategies for developing stronger recommendations and to prepare and tailor your discussions to gain client commitment
Gaining Plan Acceptance
Overcoming cognitive overload and using strategies to develop and deliver plans for better client adoption
Building Balanced Recommendations
Considering  ethical issues and strategies around developing balanced recommendations and unbiased presentation of information
Supporting Client Action Enabling Client Success
Ensuring support and commitment to the financial plan during the implementation, monitoring and review stages
Facilitating Implementation
Optimizing plan reviews and learning to avoid implementation gaps by better understanding client biases
Addressing Ethical Issues in Plan Execution
Effectively protecting the client’s interests navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

 

OPTION #2
Option 2 — Skill based 3H concentrations (vertical) will give you a deep dive in a specific skill set, such as human behaviour, and how behavioural economics impacts every stage of the planning process. There are 3 skill-based concentrations with 5 courses each.
$650   $520Save 20% until December 31, 2020
 
ALL COURSES NOW OPEN FOR REGISTRATION
Holistic Financial Planning
Available February 2021
Human Behaviour
Available November 23, 2020
Honesty and Ethics
Available November 30, 2020
Demonstrating your Value
Creating, demonstrating and sharing your value proposition with clients for better engagement

Building Rapport and Professional Relationships
Learning how to apply the principles of behavioural economics for stronger client relationships
Creating Transparency and Avoiding Conflicts
Addressing ethical dilemmas that arise while defining the value proposition and at the terms of engagement stage
Going Beyond Standard Discovery
Optimizing client conversations by employing qualitative questions and comprehensive discussions
Deepening Qualitative Discovery
Identifying gaps in standard discovery methods and using  behavioural economics strategies to fully understand the client
Identifying Ethical Obligations in Discovery
Identifying and effectively handling conflicts and confidentiality concerns during the discovery stage
Ensuring Analytical Rigour
Assessing the client’s current situation and applying new frameworks to identify and evaluate financial planning strategies
Validating your Analysis
Building awareness of biases and heuristics, during analysis and understanding the importance of validating strategies
Managing Conflicts with Professional Obligations
Learning to deal with discrepancies, conflicting instructions, and situations outside your area of expertise
Delivering Effective Recommendations
Exploring strategies for developing stronger recommendations and to prepare and tailor your discussions to gain client commitment
Gaining Plan Acceptance
Overcoming cognitive overload and using strategies to develop and deliver plans for better client adoption
Building Balanced Recommendations
Considering  ethical issues and strategies around developing balanced recommendations and unbiased presentation of information
Enabling Client Success
Ensuring support and commitment to the financial plan during the implementation, monitoring and review stages
Facilitating Implementation
Optimizing plan reviews and learning to avoid implementation gaps by better understanding client biases
Addressing Ethical Issues in Plan Execution
Effectively protecting the client’s interests navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

 

OPTION #3
Option 3 — Process stage concentrations (horizontal) will give you an in-depth understanding of how all 3H concepts apply at any given stage of the planning process. There are 5 process stage concentrations with 3 courses each.
$390   $331.50Save 15% until December 31, 2020
 
ALL COURSES NOW OPEN FOR REGISTRATION
 Available February 2021 Available November 23, 2020Available November 30, 2020
Enhancing Client Engagement Demonstrating your Value
Creating, demonstrating and sharing your value proposition with clients for better engagement

Building Rapport and Professional Relationships
Learning how to apply the principles of behavioural economics for stronger client relationships
Creating Transparency and Avoiding Conflicts
Addressing ethical dilemmas that arise while defining the value proposition and at the terms of engagement stage
Deepening Client Conversations Going Beyond Standard Discovery
Optimizing client conversations by employing qualitative questions and comprehensive discussions

Deepening Qualitative Discovery

Identifying gaps in standard discovery methods and using  behavioural economics strategies to fully understand the client

Identifying Ethical Obligations in Discovery
Identifying and effectively handling conflicts and confidentiality concerns during the discovery stage
Improving Analytical Effectiveness Ensuring Analytical Rigour
Assessing the client’s current situation and applying new frameworks to identify and evaluate financial planning strategies
Validating your Analysis
Building awareness of biases and heuristics, during analysis and understanding the importance of validating strategies
Managing Conflicts with Professional Obligations
Learning to deal with discrepancies, conflicting instructions, and situations outside your area of expertise
Building Client Centric Plans Delivering Effective Recommendations
Exploring strategies for developing stronger recommendations and to prepare and tailor your discussions to gain client commitment
Gaining Plan Acceptance
Overcoming cognitive overload and using strategies to develop and deliver plans for better client adoption
Building Balanced Recommendations
Considering  ethical issues and strategies around developing balanced recommendations and unbiased presentation of information
Supporting Client Action Enabling Client Success
Ensuring support and commitment to the financial plan during the implementation, monitoring and review stages
Facilitating Implementation
Optimizing plan reviews and learning to avoid implementation gaps by better understanding client biases
Addressing Ethical Issues in Plan Execution
Effectively protecting the client’s interests navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

 

OPTION #4
Option 4 — Individual courses. Each of which introduces you to a given concept and how it applies at a specific stage of the financial planning process.
$130

 

Download Full Course Descriptions

 

Course Structure

All courses are presented through an online Learning Management System that is easy to navigate. Each course consists of:

  1. Course Learning
  2. Illustrative Case
  3. Course Assessment
  4. On-the-job Practice and Reflection Exercises

To successfully complete the course, students must pass the course assessment, and successfully complete all on-the-job practice and reflection exercises.

Monitor 1
Monitor 1

 

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I have not experienced content like this previously in the marketplace. The distinguishing factors are the on-the-job practice and reflection exercises. It connects the theory with the actual day to day planner experience. — Program Participant

 

 

 

 

 

Features

 

Program Features

 

Practical and Actionable Content

Tools and techniques ready to apply to your practice

Digital Credentials

Demonstrate your learning on multiple platforms with digital badges and certificates

Flexible Learning

Work your way to the advanced certificate through skill concentrations or process stage concentrations or through individual courses

Self-Paced Learning

Study at your own pace through an online Learning Management System with downloadable practice tools and exercises

CE Credits

Earn financial planning and professional responsibility credits
Download CE Credit Information

 

 

 

 

quotation-mark

Practice exercises are huge in helping apply the learning and immediately see the impact it can have on your clients and on your practice. — Program Participant

 

 

 

 

 

 

Expected Outcomes

 

Improved Client Outcomes

By applying new and practical financial planning models, tools and strategies

Strong Client Relationships

By developing trust through a deep understanding of behavioural economics principles

Enhanced Planner Brand Value

By demonstrating advanced skills to clients and employers through digital credentials


Download Full Product Brochure

Outcomes

 

 

 

How to Register

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.

 

Questions

For assistance with your continuous professional development registration or for questions about the course please contact our FP Canada certificant and student services 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