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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 for the profession.

The Advanced Certificate in 3H Financial Planning™

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.

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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.

CE Credits

Earn financial planning and professional responsibility credits

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Enrolment Options

OPTION #1 Advanced Certificate in 3H Financial Planning™ (Full Program – all 15 courses)

$1,560 $1,248 — Get 20% in savings on the complete program (15 courses) until January 31, 2024!

ALL COURSES NOW OPEN FOR REGISTRATION

Concentrations	Holistic Financial Planning Now Available	Human Behaviour Now Available	Honesty and Ethics Now Available
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 while navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

OPTION #2 Skill Based 3H Concentrations

Skill based 3H concentrations 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.

$552.50 $470 — Get 15% in savings on the skill-based concentrations (Set of 5 courses each) until January 31, 2024!

ALL COURSES NOW OPEN FOR REGISTRATION

Holistic Financial Planning

Course Name	Description
Demonstrating your Value	Creating, demonstrating and sharing your value proposition with clients for better engagement
Going Beyond Standard Discovery	Optimizing client conversations by employing qualitative questions and comprehensive discussions
Ensuring Analytical Rigour	Assessing the client’s current situation and applying new frameworks to identify and evaluate financial planning strategies
Delivering Effective Recommendations	Exploring strategies for developing stronger recommendations and to prepare and tailor your discussions to gain client commitment
Enabling Client Success	Ensuring support and commitment to the financial plan during the implementation, monitoring and review stages

Human Behaviour

Course Name	Description
Building Rapport and Professional Relationships	Learning how to apply the principles of Behavioural Economics for stronger client relationships
Deepening Qualitative Discovery	Identifying gaps in standard discovery methods and using behavioural economics strategies to fully understand the client
Validating your Analysis	Building awareness of biases and heuristics, during analysis and understanding the importance of validating strategies
Gaining Plan Acceptance	Overcoming cognitive overload and using strategies to develop and deliver plans for better client adoption
Facilitating Implementation	Optimizing plan reviews and learning to avoid implementation gaps by better understanding client biases

Honesty and Ethics

Course Name	Description
Creating Transparency and Avoiding Conflicts	Addressing ethical dilemmas that arise while defining the value proposition and at the terms of engagement stage
Identifying Ethical Obligations in Discovery	Identifying and effectively handling conflicts and confidentiality concerns during the discovery stage
Managing Conflicts with Professional Obligations	Learning to deal with discrepancies, conflicting instructions, and situations outside your area of expertise
Building Balanced Recommendations	Considering ethical issues and strategies around developing balanced recommendations and unbiased presentation of information
Addressing Ethical Issues in Plan Execution	Effectively protecting the client’s interests while navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

OPTION #3 Process Stage Concentrations

Process stage concentrations 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.

$351 $315 — Get 10% in savings on the process stage concentrations (Set of 3 courses each) until January 31, 2024!

ALL COURSES NOW OPEN FOR REGISTRATION

Concentrations	Holistic Financial Planning Now Available	Human Behaviour Now Available	Honesty and Ethics Now Available
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 while navigating ethical issues that can occur during the implementation, monitoring and review of the financial plan

OPTION #4 Individual Courses

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

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Course Structure

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

Course Learning
Illustrative Case
Course Assessment
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.

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

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