Introduction to Professional Ethics (IPE)

Offered by the FP Canada Institute™, the IPE course equips students 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.

If you're interested in enrolling in the CFP® Professional Education Program for the August 2024 cohort and beyond, note that the Introduction to Professional Ethics (IPE) course has been integrated into the program and no longer needs to be purchased separately.
As of June 2023, IPE is no longer a prerequisite for the QAFP® Professional Education Program as the two offerings have been integrated.

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The Introduction to Professional Ethics Course is eligible for following continuing education (CE) credits:

  • Business Conduct, Ethics – 2 CE credits
  • Compliance/Professional Development – 2 CE credits


Course Information

Course Cost:

  • $150 when purchased at the same time as the CFP Professional Education Program
  • $200 if purchased on its own
  • IPE course fees are non-refundable

Course Prerequisites:

  • None

Registration and Start Date:

  • Registration is always open
  • Course starts immediately upon registration

Time to Complete

  • Estimated two hours to complete
  • Must be completed within six months

Course Format

  • Independent learning delivered online through the FP Canada Institute Learning Platform
  • Students can progress through the course at their own pace, but must complete the end-of-course assessment within six months

Repeat Enrolment

  • Students who do not successfully complete their IPE course within six months of registration and wish to reattempt it must re-register at the full course fee.

For more information on the IPE course, refer to the FP Canada Institute Student Handbook.