Educator Tools
These resources help educators to prepare the next generation of professional financial planners and to support current FP Canada™ certificants in fulfilling their Continuing Education (CE) requirements. They also provide information around FP Canada requirements for current and prospective providers of FP Canada-approved education, including education for FP Canada certifications and Continuing Education activities.
Guidelines for FP Canada-Approved Fundamentals and Advanced Program Providers
The following Guidelines outline the requirements and application process for educators seeking to provide FP Canada-approved Fundamentals and Advanced Programs for students on the path to FP Canada certifications.
Educator Guidelines for Providers of Fundamentals Programs Leading to QAFP® Certification
These Guidelines outline the requirements and application process for educators seeking to provide FP Canada-approved Fundamentals Program courses for students on the path to certification.
Download Guidelines for Fundamentals Program Providers
Educator Guidelines for Fundamentals & Advanced Programs Leading to QAFP® Certification or CFP® Certification
These Guidelines outline the requirements and application process for educators seeking to provide FP Canada-approved Fundamentals & Advanced Program courses for students on the path to QAFP Certification or CFP certification.
Download Guidelines for Fundamentals & Advanced Program Providers
*FP Canada-Approved Fundamentals and Advanced Programs have been previously referred to as FP Canada-Approved Core Curriculum and Advanced Curriculum Programs.
Applications for FP Canada-Approved Fundamentals & Advanced Programs
The following application forms must be completed by educators seeking to provide FP Canada-approved Fundamentals and Advanced Programs for students on the path to FP Canada certifications.
Application for Approval of Fundamentals Programs Leading to QAFP® Certification
Educators seeking to provide FP Canada-approved Fundamentals Program courses for students on the path to QAFP certification must complete this application.
Download Application for Approval of Fundamentals Programs
Application for Approval of Fundamentals & Advanced Programs Leading to QAFP® Certification or CFP® Certification
Educators seeking to provide FP Canada-approved Fundamentals & Advanced Program courses for students on the path to QAFP certification or CFP certification must complete this application.
Download Application for Approval of Fundamentals & Advanced Programs
Financial Planning Body of Knowledge
The first of its kind worldwide, the Financial Planning Body of Knowledge (FP-BoK) builds on the Canadian Financial Planning Definitions, Standards & Competencies to define the scope and holistic nature of financial planning.
View FP-BoK
Projection Assumption Guidelines
Since 2015, FP Canada and Institute of Financial Planning (formerly the Institut québécois de planification financière or IQPF) have released unified Projection Assumption Guidelines. Developed by a committee of actuarial and financial planning professionals and updated annually, the Guidelines are intended as an aid in making long-term financial projections that are free from potential financial planner biases or predispositions.
The Addendum offers financial planning professionals an opportunity to replicate the recommended calculations for their own use. The Addendum contains the data sources on which the Guidelines are based, the specific calculations for inflation and rate of return guidelines.
2024 Projection Assumption Guidelines
An aid in making long-term financial projections that are free from potential financial planner biases or predispositions.
Projection Assumption Guidelines: English
Projection Assumption Guidelines: French
Addendum to the Projection Assumption Guidelines
A companion to the Guidelines, contains the data sources on which the Guidelines are based, the specific calculations for inflation and guidelines for rate of return.
Addendum: English |
Addendum: French
Questions? Read the Frequently Asked Questions.
FP Canada maintains archived copies of the Guidelines. For more information, contact us at info@fpcanada.ca.
Canadian Financial Planning Definitions, Standards & Competencies
This joint publication by FP Canada and the Institut québécois de planification financière is the unified, definitive source on financial planning definitions and professional standards. It provides consistency in the financial planning profession by specifying unified standards for financial planning practitioners. It is an important resource for financial services firms, educators, practitioners and the Canadian public.
View Book: English | FrenchDownload Book: English PDF | French PDF
FP Canada Continuing Education (CE) Approval Program Manual
This manual outlines the requirements and process for educators to submit CE activities to the FP Canada CE Approval Program for review
and approval by FP Canada. Approved CE activities will be included on the Find a Continuing Education Provider Search Tool.
Download CE Approval Program Manual
Submit CE Activities to the FP Canada CE Approval Program
Educators must create an account on the FP Canada Portal to submit CE activities to the FP Canada CE Approval Program for assessment.