banner image

CFP® Certification Education Program Capstone Course

  • Formats:

    (In-Class)

  • Duration:

    27 hours

  • Registration Fee:

    $1,180

Start Date

Vancouver

Start dates coming soon. Please contact us to be added to the waitlist.

Register Now

Program Overview

The CFP® Certification Education Program Capstone Course is designed for students intending to complete the requirements for the CFP® certification.

The CFP Capstone course builds on the foundation of technical knowledge and skills which have been acquired from the first four core curriculum courses of the CFP® Certification Education Program. The Capstone course focuses on the financial planning practices, professional skills and integration of all planning components. Upon successful completion of the Capstone course, students can apply to the FP Canada (formerly Financial Planning Standards Council) to write the Financial Planning Exam 2.

Prerequisite: FP Canada Level 1™ certification

Partners

The CFP® Certification Education Program Capstone Course at Ashton College is offered in partnership with Advocis and is an FP Canada-accredited Capstone course.

advocis-bw-logo

Admission Requirements

Applicants must meet the following criteria:

  1. A minimum of a high school diploma, 19 years or older at the start of the applicant’s program or course; and
  2. English Language Proficiency Requirements.

For more details, please see our Admissions Policy.

Technical Requirements

All Students

Please note the FP Canada Approved Calculator Policy. The approved calculator models are:

  • Casio (FC-200V);
  • Hewlett Packard (HP10B / HP10BII / HP10bII+ / HP10BLL (or 11) + financial calculator);
  • Sharp (EL-733 A / EL-738-C (packaging notes the model name as EL-738C) / EL-738FC / EL-738S / EL-738F);
  • Texas Instruments (TI BAII / TI BAII+ / TI BA II Plus Professional / TI30 XA).

Please visit the FP Canada website for more details about the FP Canada Approved Calculator Policy.

Upcoming Dates

Vancouver

Start dates coming soon. Please contact us to be added to the waitlist.

Send Inquiry / Apply

Fees

The registration fee for this course is $1,180.

Topics

Prerequisite: FP Canada

Level 1™ certification

  • M20: Fundamental Financial Planning Practices;
  • M21: Taxation Planning;
  • M22: Risk Management and Insurance;
  • M23: Asset Management;
  • M24: Retirement Planning;
  • M25: Estate Planning and Law;
  • M26: Financial Management;
  • M27: CFP Certification and Examination Review;
  • M28: FP Canada Financial Plan and Case Studies.

If you have any questions, please contact us

The Admissions department will be happy to answer questions related to our programs and courses, tuition, start dates and financial assistance.

Submit Request Form

[cf7sr-simple-recaptcha]


Our Partners

Submit Inquiry Form

Submit Inquiry Form

Apply online

In-class »

Submit Inquiry Form

Apply online

In-class »

Submit Request Form

[cf7sr-simple-recaptcha]


Submit Request Form

[cf7sr-simple-recaptcha]