FP Canada-Approved Core and Advanced Curriculum Providers and Programs
The following programs fulfil the Core Curriculum education requirement (Technical Education – Fundamentals) on the path to QAFP® certification or CFP® certification. These programs also fulfil the Advanced Curriculum education requirement (Technical Education – Advanced) on the path to CFP certification.
FP Canada Institute™
902 – 375 University Ave, Toronto ON M5G 2J5
QAFP Certification Program
- Fulfills Technical Education – Fundamentals or Core Curriculum requirements for QAFP certification
- Includes the QAFP Professional Education Program
CFP Certification Program
- Fulfills all Technical Education or Core and Advanced Curriculum requirements for CFP certification
- Includes the CFP Professional Education Program
Explore all courses and programs
(416) 593-8587
York University - School of Administrative Studies
4700 Keele Street, North York, Toronto, Ontario M3J 1P3
BCom: www.yorku.ca
Certificate: Academic calendar
Specific courses within the Bachelor of Commerce, Honours Finance or Professional Certificate in Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum and Professional education requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Jodi Letkiewicz
Humber Institute of Technology and Advanced Learning
3199 Lakeshore Blvd. West, Toronto, M8V 1K8
BCom: https://business.humber.ca/programs/finance.html
Certificate: https://business.humber.ca/programs/financial-planning.html
Specific courses within the Bachelor of Commerce Finance Degree or Financial Planning Postgraduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum and Professional Education requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Bachelor of Commerce Finance Michele Calpin, Program Coordinator
416-675-6622 Ext: 5116
Contact: Financial Planning Postgraduate Certificate Richard Kingston, Program Coordinator
416-675-6622 Ext: 3227
FP Canada Institute™
902 – 375 University Ave, Toronto ON M5G 2J5
QAFP Certification Program
- Fulfills Technical Education – Fundamentals or Core Curriculum requirements for QAFP certification
- Includes the QAFP Professional Education Program
CFP Certification Program
- Fulfills all Technical Education or Core and Advanced Curriculum requirements for CFP certification
- Includes the CFP Professional Education Program
Explore all courses and programs
(416) 593-8587
10 Lower Spadina Ave, Suite 600
Toronto
M5V 2Z2
Advocis Core and Advanced Curriculum Program for QAFP® and CFP® Certification
Contact: Member Services
Toll free: 1-877-773-6765
*click provider name to see eligible course exemptions
Ashton College
1190 Melville Street
Vancouver, BC
V6E 3W1
Financial Services Program Leading to QAFP® Certification and CFP® Certification
Contact: Jane Chang
1-604-899-0803
Athabasca University
1 University Drive
Athabasca, AB
T9S 3A3
Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the Student Support Centre.
Contact: Student Support Centre
business-support@athabascau.ca
1-800-468-6531
9090 51 Avenue, Edmonton, AB, T6E 5X4
Business Career College Core and Advanced Curriculum Program
Contact: Jason Watt
jason.watt@businesscareercollege.com
1-780-482-5990 or
Toll free: 1-877-934-5577
*click provider name to see eligible course exemptions
Canadian Institute of Financial Planning (CIFP) - APPROVAL EXPIRING SEPTEMBER 28, 2024
390 Brant Street, Suite 501, Burlington, ON, L7R 4J4
CIFP Core Curriculum & Advanced Curriculum Program
Contact: Luka Bago
Toll free: 1-866-635-5526 Ext: 142
*Effective September 28, 2024, the CIFP Core Curriculum & Advanced Curriculum Program will no longer fulfil the Core Curriculum (Technical Education – Fundamentals) requirements on the path to QAFP certification and/or CFP certification. Visit our Transfer your Education page to learn how you can continue your path to certification without disruption. Special offer expires September 28, 2024.
Canadian Securities Institute (CSI)
Moody’s Analytics Training & Certification Services
200 Wellington St. West, 15th Floor Toronto, M5V 3C7
Stream 1: CFP® Certification Route for Bankers
Stream 2: CFP® Certification Route for Mutual Fund Representatives (MFDA)
Stream 3: CFP® Certification Route for Investment Advisors (IIROC)
Contact: Customer Support
416-364-9130 or Toll free: 1-866-866-2601
*Candidates who have completed CSI Streams 1, 2 or 3 by March 31, 2020 are granted an exception from the requirement to complete the Lending, Retirement & Insurance Supplement (LRIS) and Law, Estate & Tax Supplement (LETS) courses, however FP Canada recommends completing both courses prior to registering for the CFP Professional Education Program and attempting the CFP Exam.
Durham College
2000 Simcoe St. N. Oshawa, ON, Canada L1H 7K4
CIFP Core Curriculum & Advanced Curriculum Program offered in Financial Services
Contact: The Centre for Professional and Part-Time Learning
905-721-3052
Fanshawe College of Applied Arts & Technology
1460 Oxford Street East, PO Box 7005, London, N5Y 5R6
Professional Financial Services Post Graduate Certificate
Business Finance Diploma
1 year Post-Graduate Certificate Program
2 year Diploma Program
Specific courses within the Professional Financial Services Post Graduate Certificate and Business Finance Diploma programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP
certification. For more information, please contact the program contact.
Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs
1-519-452-4430 Ext: 2870
Seneca College of Applied Arts & Technology – Executive Certificate, Financial Planning Designations
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Executive Certificate, Financial Planning Designations will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Professor
1-416-764-0543
Athabasca University
1 University Drive
Athabasca, AB
T9S 3A3
Specific courses within the Bachelor of Commerce Degree Program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the Student Support Centre.
Contact: Student Support Centre
business-support@athabascau.ca
1-800-468-6531
Bow Valley College
345-6th Ave. SE, Calgary, AB, T2G 4V1
Business Administration Diploma - Financial Services Major
Contact: Raj Brar
1-403-410-1658
Business Career College Corp. - Edmonton Campus
9090 51 Avenue, Edmonton, AB, T6E 5X4
Business Career College Core and Advanced Curriculum Program
Contact: Jason Watt
jason.watt@businesscareercollege.com
1-780-482-5990 or
Toll free: 1-877-934-5577
*click provider name to see eligible course exemptions
Mount Royal University
4825 Mount Royal Gate S.W. Calgary, T3E 6K6
Specific courses within the BBA Financial Service Concentration and Financial Services Minor will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Dr. Reza H. Chowdhury, Chair and Associate Professor, Accounting and Finance
1-403-440-6941
Northern Alberta Institute of Technology (NAIT)
11762-106 Street, Edmonton, T5G 2R1
Specific courses within the Bachelor of Business Administration Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Dr. Thomas Varghese, Chair Finance Programs
1-780-471-7848
Southern Alberta Institute of Technology (SAIT)
1301 16th Avenue NW Calgary, T2M 0L4
Specific courses within the Business Administration Diploma - Financial Services Major program will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Doug Cronk, Academic Chair, Financial Services
1-403-774-5269
University of Calgary, Haskayne School of Business
2500 University Drive NW, Calgary, T2N 1N4
Specific courses within the Bachelor of Commerce program, Personal Financial Planning concentration, will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Dr. Anne Kleffner, Professor, Chair Insurance & Risk Management, Faculty - Executive
anne.kleffner@haskayne.ucalgary.ca
1-403-220-8596
Ashton College
1190 Melville Street, Vancouver, V6E 3W1
Advocis Core and Advanced Curriculum Program for QAFP® and CFP® Certification
Contact: Jane Chang
1-604-899-0803
BCIT (B.C. Institute of Technology)
3700 Willingdon Avenue, Burnaby, V5G 3H2
Specific courses within the Full-time Diploma or Part-time “Financial Management: Financial Planning Option” programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Chris Gresat
1-604-451-6937
Capilano University
2055 Purcell Way, North Vancouver, V7J 3H5
Specific courses within the Bachelor of Business Administration (BBA) Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Morna Fraser, Instructor
1-604-986-1911 Ext: 2522
Douglas College
700 Royal Avenue, New Westminster, V3L 5B2
Specific Courses within the Bachelor of Business Administration (BBA) in Financial Services, Post-Degree Diploma in Financial Planning and Post Baccalaureate Diploma, Finance programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Morna Fraser, BBA Financial Services and Administration Degree Coordinator
1-604-527-5059
Okanagan College
1000 K.L.O Rd, Kelowna, V1Y 4X8
Specific courses within the Bachelor of Business Administration - Finance Specialization will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Steven Watson, BSSc, MA, CFP, FMA
1-250-762-5445 ext: 4856
Trinity Western University
7600 Glover Road, Langley, V2Y 1Y1
Specific courses within the B.B.A. in finance, specialization in financial planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Louis Bielmann, Assistant Professor of Finance
1-604-888-7511 Ext: 3475
Vancouver Island University
900 Fifth Street
Nanaimo, BC
Canada V9R 5S5
Specific courses within the Bachelor of Business Administration, Financial Services will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Dr. Charles Schell, Finance Chair
1-250-508-3259
Algonquin College
1385 Woodroffe Avenue, Ottawa, K2G 1V8
Specific courses within the Business Administration - Finance, Advanced Diploma will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Angela Lyrette, Coordinator & Professor
angela.lyrette@algonquincollege.com
1-613-727-4723 Ext: 2504
Algonquin College
1385 Woodroffe Avenue, Ottawa, K2G 1V8
Financial Services, Graduate Certificate
Ali Pahlavani, Coordinator & Professor
1-613-727-4723 Ext: 7316
Centennial College - Financial Services Program
P.O. Box 631, Station A, Toronto, M1K 5E9
Specific courses within Business Administration, Finance Diploma and Advanced Diploma (optional co-op), and Financial Planning Graduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact
Contact: Tom Barker
416-289-5000 Ext: 2030
Conestoga College Institute of Technology and Advanced Learning
299 Doon Valley Dr, Kitchener, N2G 4M4
Specific courses within the Diploma, Business Administration, Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Jennifer Banfield, FP Canada Liaison
1-519-748-5220
Durham College
2000 Simcoe St. N. Oshawa, ON, Canada L1H 7K4
Specific courses within Ontario College Diploma, Financial Services will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: The Centre for Professional and Part-Time Learning
905-721-3052
Fanshawe College of Applied Arts & Technology
1460 Oxford Street East, PO Box 7005, London, N5Y 5R6
Professional Financial Services Post Graduate Certificate
Business Finance Diploma
1 year Post-Graduate Certificate Program
2 year Diploma Program
Specific courses within the Professional Financial Services Post Graduate Certificate and Business Finance Diploma programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification.
For more information, please contact the program contact.
Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs
1-519-452-4430 Ext: 2870
Fanshawe College of Applied Arts & Technology and King's University College at Western University
1460 Oxford Street East, PO Box 7005, London, N5Y 5R6
266 Epworth Avenue, London Ontario, Canada N6A 2M3
Finance and Wealth Management Collaborative Program
Specific courses within the 4-year collaborative Finance and Wealth Management program offered through King's University College at Western University and Fanshawe College will satisfy FP Canada’s Core and Advanced Curriculum requirements
leading to QAFP and CFP certification. Successful graduates of the program will receive a Bachelor of Arts - Finance (3 year) degree from Western University and a Business - Finance (2 year) diploma from Fanshawe College.
For
more information, please contact the program contact. Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs
Contact: Brad Bishop, Professor, Financial Planning & Coordinator, Finance Programs
1-519-452-4430 Ext: 2870
George Brown College - Bachelor of Applied Business/Bachelor of Commerce
290 Adelaide Street East, Toronto, M5T 2T9
Specific courses within the Bachelor of Commerce, Financial Services – Major in Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Niraj Sinha, School of Financial Services
Contact:niraj.sinha@georgebrown.ca
416-415-5000 Ext: 2547
290 Adelaide Street East, Toronto, M5T 2T9
Specific courses within the Diploma, Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services
416-415-5000 Ext: 3716
George Brown College - Financial Planning Postgraduate Certificate
290 Adelaide Street East, Toronto, M5T 2T9
Specific courses within the Financial Planning Postgraduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Carolyn Fallis, Finance & Financial Planning, School of Financial Services
416-415-5000 Ext: 3716
Humber Institute of Technology and Advanced Learning
3199 Lakeshore Blvd. West, Toronto, M8V 1K8
Specific courses within the Bachelor of Commerce Finance Degree will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Michele Calpin, Program Coordinator
416-675-6622 Ext: 5116
Humber Institute of Technology and Advanced Learning
3199 Lakeshore Blvd. West, Toronto, M8V 1K8
Specific courses within the Financial Planning Postgraduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Richard Kingston, Program Coordinator
416-675-6622 Ext: 3227
McMaster University
DeGroote School of Business
1280 Main St W.
https://www.degroote.mcmaster.ca
Specific courses within the Honours Bachelor of Commerce and Bachelor of Commerce programs will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Sumit Bose
(905) 525-9140, x26194
Mohawk College
135 Fennel Avenue West, Hamilton, L9C 1E9
Specific courses within the Diploma, Financial Services will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Elysia Estee
905-575-1212 Ext: 3767
Mohawk College Continuing Education
135 Fennell Avenue West, Hamilton, ON L9C 0E5
Financial Planning Certificate Program
Contact: CE Business and Creative Office
905-575-2358
Seneca College of Applied Arts & Technology - Honours Bachelor of Commerce - Financial Planning
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Honours Bachelor of Commerce - Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Seneca College of Applied Arts & Technology - Certificate in Financial Planning
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within Financial Planning, Certificate (part-time) will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: John Wong
416-491-5050 Ext: 26630
Seneca College of Applied Arts & Technology - Diploma in Business Administration
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Diploma in Business Administration - Accounting & Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Seneca College of Applied Arts & Technology – Financial Planning Graduate Certificate
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Financial Planning Graduate Certificate will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Seneca College of Applied Arts & Technology - Diploma in Business Administration
1750 Finch Avenue East, Toronto, M2J 2X5
Specific courses within the Diploma in Business Administration - Financial Planning Specialization will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Ryan Laverty, Program Coordinator
ryan.laverty@senecapolytechnic.ca
416-764-0543
Toronto Metropolitan University - Bachelor of Commerce
350 Victoria Street, Toronto, M5B 2K3
www.torontomu.ca/bachelor-of-commerce/programs/accounting-and-finance/
Specific courses within the Bachelor of Commerce, School of Business Management, Ted Rogers School of Business Management will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Laleh Samarbakhsh, Chair, Finance
416-979-5000 Ext: 556745
Toronto Metropolitan University - G. Raymond Change School of Continuing Education
350 Victoria Street, Toronto, M5B 2K3
Specific courses offered through the G. Raymond Chang School of Continuing Education will satisfy FP Canada's Core and Advanced Curriculum requirements leading to QAFP Certification and CFP Certification. For more information, please contact the program contact.
Contact: School of Continuing Education
416-979-5035
York University - School of Administrative Studies*
4700 Keele Street, North York, Toronto, Ontario M3J 1P3
BCom: www.yorku.ca
Certificate: www.yorku.ca
Specific courses within the Bachelor of Commerce, Honours Finance or Professional Certificate in Financial Planning will satisfy FP Canada’s Core and Advanced Curriculum requirements leading to QAFP and CFP certification. For more information, please contact the program contact.
Contact: Jodi Letkiewicz
*CFP Certification requires a combination of technical education (core and advanced curriculum) and professional education. York University also offers a course that fulfills the professional education requirement for CFP Certification.