Transferring and completing your education at the FP Canada Institute™
This page is for students currently enrolled in education programs towards Certified Financial Planner® certification or Qualified Associate Financial Planner™ certification at The Canadian Institute of Financial Planning (CIFP).
Effective September 28, 2024, the CIFP Core Curriculum and Advanced Curriculum Program for QAFP® certification and CFP® certification will no longer fulfil the technical education requirements on the path to QAFP certification and CFP certification.
We’re here to ensure students do not face education disruption or additional costs!
At FP Canada, we’re committed to ensuring students who are currently enrolled with CIFP, and working to complete education on the path to obtaining CFP certification or QAFP certification, are able to seamlessly continue their education without
disruption or extra fees.
That’s why, for a limited time, we’re making it easy for CIFP students to transfer to the FP Canada Institute™ to complete their technical education.
For students who have purchased the Core Curriculum & Advanced Curriculum Program, and are part way through the program on the path to CFP certification or QAFP certification, choose one of these options:
OPTION 1:
You may be eligible for a complimentary education transfer.
Contact FP Canada to transfer your existing education registration* to the FP Canada Institute and continue your education on the path to certification at no additional cost.
This offer expires on September 28, 2024.
OPTION 2:
You may continue to complete education through CIFP until September 28, 2024.
After this date, CIFP courses will no longer be approved towards CFP certification or QAFP certification. If you anticipate difficulty meeting this deadline, we advise selecting Option 1 and contacting us to arrange a no-cost education transfer to the FP Canada Institute.
*The above-mentioned education transfer offer is only applicable to individuals who purchased the program through CIFP between January 1, 2023 and April 4, 2024.
This offer does not apply to students taking CIFP courses through a post-secondary institution. If you are a student at a post- secondary institution, please contact FP Canada for more details. You can reach us at info@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
Send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for CIFP course(s) for education on the path to CFP certification or QAFP certification purchased between January 1, 2023 and on or prior to April 4, 2024; and
- if you have completed courses with CIFP, a copy of your transcript so we can assess potential course equivalencies.
Our Certificant & Student Services Team will review your documentation within five business days. We will update your FP Canada account with qualifying course equivalencies and transfer your courses to the FP Canada Institute so you may continue your path to certification without disruption. Once your registration with the FP Canada Institute is complete, you will receive an email that lets you know how to access your student record, all required technical education courses remaining on your path to certification, and information on relevant timelines. If you have any questions, contact us at studenttransition@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
Frequently Asked Questions
1. Who is eligible to take advantage of this offer?
Students who purchased one or more FP Canada-approved Core Curriculum and Advanced Curriculum Program courses from CIFP between January 1, 2023 and April 4, 2024 are eligible to take advantage of this transition program.
2. How do I take advantage of this offer?
Send an email to studenttransition@fpcanada.ca with:
- your FP Canada ID (If you don’t have an FP Canada ID, create one by registering through our FP Canada portal);
- a copy of your registration receipt for CIFP course(s) for education on the path to CFP certification or QAFP certification purchased between January 1, 2023 and on or prior to April 4, 2024; and
- if you have completed courses with CIFP, a copy of your transcript so we can assess potential course equivalencies.
Our Certificant & Student Services Team will review your documentation within five business days. We will update your FP Canada account with qualifying course equivalencies and transfer your courses to the FP Canada Institute so
you may continue your path to certification without disruption. Once your registration with the FP Canada Institute is complete, you will receive an email that lets you know how to access your student record, all required technical
education courses remaining on your path to certification, and information on relevant timelines.
If you have any questions, contact us at studenttransition@fpcanada.ca or (416) 593-8587, 1-800-305-9886 from Monday to Friday 9:00am – 5:00pm ET.
3. I can’t find my course receipts or transcripts. How do I proceed?
If you’re unable to find your course receipts or transcripts, your course provider can provide them to you upon request. If they’re unable to assist you, contact studenttransition@fpcanada.ca to discuss your options.
4. My provider won't release my transcripts. How do I proceed?
To discuss your options, contact studenttransition@fpcanada.ca and provide any confirmation that you can of courses completed (e.g., course completion emails, CE certificates, etc.).
5. I already completed a full Core Curriculum and Advanced Curriculum Program with CIFP. How does this affect me?
If you completed a full program with CIFP within four years prior to the deadline (September 28, 2024), you are not impacted by this change.
6. I purchased my courses prior to January 1, 2023 or after April 4, 2024. What options do I have?
We are here to help. Forward your course receipt(s) and, if applicable, a transcript showing any courses you have completed on the path to QAFP certification or CFP certification to studenttransition@fpcanada.ca to discuss your options.