CFP® Certification Education Program (LIVE ONLINE)

Format:

(Live Online)

Start Date

Live Online

Part Time:

Please see the “Dates Section” for the full list of upcoming classes.

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Program Overview

The CFP® Certification Education Program is designed to help professionals in the financial services industry learn the fundamentals of building a comprehensive financial plan. This program is the first step towards CFP® designation with the FP Canada (formerly Financial Planning Standards Council).

Partners

The CFP® Certification Education Program at Ashton College is offered in partnership with Advocis and is an FP Canada-accredited Core Curriculum program.

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Paths to Certification

If you’re interested in applying for the QAFP or CFP certifications, but already have relevant financial or equivalent professional qualifications, you may be able to pursue a faster path to certification. Learn More

If you hold other designations or licences, you may be exempted from taking some of the components of FP Canada’s Core Curriculum and Advanced Curriculum. Learn More

FP Canada is making the following changes to its certification programs – Effective January 1, 2020

  • Effective January 1, 2020, QAFP certification will replace the FPSC Level 1® certification. If you presently hold an FPSC Level 1 certification, you will automatically become a QAFP professional on January 1, 2020.
  • If you’re currently pursuing your CFP certification, you will not need to write the FPSC Level 1 examination.
  • New professional education requirements will soon be introduced for those pursuing QAFP and CFP certifications.
  • If you’re a QAFP certification candidate, you will need to demonstrate one year of relevant work experience before certification.

Candidates who pass the FPSC Level 1 examination in November 2019, will not have to demonstrate the one year work experience to be eligible for QAFP certification. However, the three-year work experience requirement for CFP certification remains unchanged. The post-secondary education requirements for CFP certification and QAFP certification will come into effect in 2022.

FP Canada Certifications

QAFP™ Certification

QAFP certification will indicate that the certificant has demonstrated the knowledge, skills, experience and professionalism required to provide holistic financial planning strategies and solutions for clients with less complex planning needs.

Pathway to QAFP

 

CFP® Certification

CFP certification indicates that the certificant has demonstrated the knowledge, skills, experience and ethics required to examine their clients’ entire financial picture, at the highest level of complexity, and work with their clients to build a financial plan.

Path to CFP certification

Learn more about the paths to CFP Certification.

Dates

Live Online

  • CFP-01: September 08, 2020 – October  20, 2020 ($425)      
    • Webinars will be held on Tuesdays from 4:00 PM to 7:00 PM (PST)
  • CFP-02: September 10, 2020 – October 22, 2020 ($425)
    • Webinars will be held on Thursdays from 4:00 PM to 7:00 PM (PST)
  • CFP-05: November 03, 2020 – December 15, 2020 ($425)
    • Webinars will be held on Tuesdays from 4:00 PM to 7:00 PM (PST)
  • CFP 06: November 05, 2020 –November 19, 2020 ($180)
    • Webinars will be held on Thursdays from 4:00 PM to 7:00 PM (PST)
  • CFP 07: January 05, 2021 –February 02, 2021 ($300)
    • Webinars will be held on Tuesdays from 4:00 PM to 7:00 PM (PST)
  • CFP 10: January 07, 2021 –January 28, 2021 ($240)
    • Webinars will be held on Thursdays from 4:00 PM to 7:00 PM (PST)
  • CFP 11: February 16, 2021 –March 16, 2021 ($300)
    • Webinars will be held on Tuesdays from 4:00 PM to 7:00 PM (PST)
  • CFP 12: February 18, 2021 –April 01, 2021 ($425)
    • Webinars will be held on Thursdays from 4:00 PM to 7:00 PM (PST)

Course Descriptions

CFP 01: Financial Planning Profession and Financial Services Industry Regulation (21 Hours)

This module introduces the fundamental knowledge required by candidates to articulate their professional responsibilities as financial planning professionals. The module is designed to provide candidates with a detailed understanding of the financial services industry, including the role of regulatory and oversight bodies in the areas of insurance and securities and mutual funds. It also explores the concepts and principles of consumer protection from financial institutions and financial services professionals.

Students who have previously taken FP241 Financial Planning Foundations will have earned equivalency for this module.

CFP 02: Financial Analysis (21 Hours)

This module explores the fundamentals of the time value of money and financial statements for individuals and businesses, as required by candidates in their role as financial planners. It provides candidates with knowledge they need to clearly document, analyze, project and present financial information as it relates to individual and business goals, needs and priorities. The module exposes candidates to key topics such as how to make financial projections to determine whether goals are achievable and how to evaluate the impact individuals’ and businesses’ current and projected cash flow may have on their ability to meet financial goals.

Students who have previously taken FP241 Financial Planning Foundations will have earned equivalency for this module.

CFP 04: Registered Retirement Plans (39 Hours)

This module explores the fundamentals of registered retirement savings and income plans. It provides candidates with the knowledge they need to evaluate and recommend tax-efficient wealth accumulation and decumulation strategies that will aid individuals in reaching their retirement
goals.

Students who have previously taken FP243 Retirement Income Planning will have earned equivalency for this module.

CFP 05: Government Benefit Plans (21 Hours)

This module explores how Financial Services professionals are expected to possess detailed knowledge related to the eligibility for, benefits available, and factors to consider in evaluating decisions to apply for and commence benefits available to individuals through Canada’s government benefit programs (including the Canada Pension Plan, Old Age Security, Employment Insurance and the Canada Child Benefit). 

Students who have previously taken FP241 Financial Planning Foundations will have earned equivalency for this module.

CFP 06: Registered Education & Disability Plans (9 Hours)

This module explores the fundamentals of Registered Education Savings Plans (RESP) and Registered Disability Savings Plans (RDSP). It provides candidates with the knowledge to evaluate and recommend optimal strategies to achieve education-related goals and goals for individuals with a disability.

Students who have previously taken FP241 Financial Planning Foundations will have earned equivalency for this module.

CFP 07: Economics (15 Hours)

This module explores the fundamentals of economics as they relate to the knowledge required by candidates in their role as financial planners. It is designed to provide candidates with a detailed understanding of the Canadian economy.

Students who have previously taken FP241 Financial Planning Foundations will have earned equivalency for this module.

CFP 08: Investments (36 Hours)

This module explores the fundamentals to creating an appropriate asset allocation for an individual given their investment objectives and constrains (including return expectations and willingness, capacity and need for risk) and evaluate investments that are suitable for the individual. It is designed to provide candidates with a detailed understanding of the topic and enable them to interpret the return and risk of an individual’s investment portfolio, as well as help an individual make sense of their investment statements, including the impact that changing investment values may have on achieving their goals.

Students who have previously taken FP242 Taxation & Investment Planning, will have earned equivalency for this module.

CFP 10: Law (12 Hours)

This module explores the fundamentals of the Canadian legal system and will provide financial planners with a good understanding of the constitutional division of powers, as well as the main legal rules that apply to the delivery of financial services. The module further examines the concepts of property rights, wills and powers of attorney. It evaluates the different types of business ownership structures with respect to their characteristics, benefits and drawbacks. The module also provides candidates with an in-depth knowledge of the fundamentals of estate planning.

Students who have previously taken FP244 Financial Planning Foundations will have earned equivalency for this module.

CFP 11: Insurance (15 Hours)

This module explores the fundamentals of property and casualty insurance products, government and private health care insurance plans and creditor insurance. It provides candidates with the knowledge to estimate the life and disability insurance needs for an individual, as well as understanding the importance of the common contractual terms contained within life and disability insurance policies.

Students who have previously taken FP244 Financial Planning Foundations will have earned equivalency for this module.

CFP 12: Human Behaviour (21 Hours)

This module explores the fundamentals of human behaviour — in particular, how the brain works as it relates to decision-making. It provides candidates with a detailed understanding of values, heuristics, emotions and disorders related to money that may affect the decision-making process. Knowing how to influence human behaviour is essential to helping clients benefit from financial planning.

 

This program does not require approval by the Private Training Institutions Branch of the Ministry of Advanced Education, Skills & Training. As such, it was not reviewed.

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