Certified Financial Planner Certification, QAFP™ and CFP® (Live Online)

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Overview


The Certified Financial Planner (CFP®) courses are designed to help professionals in the financial services industry learn the fundamentals of building a comprehensive financial plan. These are the first step towards attaining CFP® designation with FP Canada (formerly the Financial Planning Standards Council).

Partners

The CFP® Certified Financial Planner courses at Ashton College are offered in partnership with Advocis. These courses are also an FP Canada-accredited Core and advanced Curriculum. The Core Curriculum is mandatory education for those looking to achieve the QAFP designation or take their first step towards achieving their CFP designation. , After completing the Core Curriculum, CFP candidates must then complete the Advanced Curriculum to get their designation.

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Paths to CFP 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 relevant 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 Certifications

QAFP™ Certification

QAFP™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics required to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs.

The QAFP designation presents a certification option for financial planners wishing to serve a broad market, or for those wishing to gain recognition for their qualifications and professionalism along the path to CFP® certification. QAFP professionals enable a broad population of Canadians to access the professional financial planning advice they need. They play an important role in helping their clients begin the journey to living life with confidence.

To obtain the QAFP designation, candidates must complete a rigorous education program, pass a national exam and demonstrate one year of qualifying work experience. To maintain certification, QAFP professionals must keep their knowledge and skills current by completing 12 hours of continuing education each year. They must also adhere to FP Canada Standards Council™ Standards of Professional Responsibility, including a Code of Ethics which mandates that QAFP professionals place their clients’ interests first. The Standards Council vigilantly enforces these standards.

Pathway to QAFP

CFP® Certification

The Certified Financial Planner® designation is the most widely recognized financial planning designation in Canada and worldwide, A CFP designation assures Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

There are approximately 17,000 CFP professionals across Canada, part of an international network of more than 175,000 CFP professionals around the world.

CFP certification is considered the worldwide standard for the financial planning profession. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can “Live Life Confidently™.”

To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam and demonstrate three years of qualifying work experience. To maintain certification, CFP professionals must keep their knowledge and skills current by completing 25 hours of continuing education each year. They must also adhere to the FP Canada Standards Council™ Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals place their clients’ interests first. The Standards Council vigilantly enforces these standards.

Path to CFP certification

Learn more about the paths to CFP Certification.

Course Descriptions

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

This course 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 course 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 the knowledge they need to clearly document, analyze, project and present financial information as it relates to the goals, needs, and priorities of individuals and businesses. 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 03: Credits and Debits (30 Hours)

This course introduces the fundamental knowledge required by candidates to articulate their professional responsibilities as financial planning professionals. This module introduces key knowledge financial planners require to determine the appropriate credit facilities that will help individuals achieve their objectives. The module explores methods for repaying debt — in particular, how various strategic changes affect cash flow, amortization, debt levels and a client’s ability to achieve goals. The module further discusses how to assess the creditworthiness of an individual in support of recommending effective credit and debt solutions to clients. The module also addresses appropriate strategies and options to help financial planners assist insolvent and delinquent debtors.

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

CFP 04: Registered Retirement Plans (39 Hours)

This course 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 course explores how Financial Services professionals are expected to possess detailed knowledge related to the eligibility for benefits available, as well as 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 course 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 course 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 course explores the fundamentals to creating an appropriate asset allocation for an individual given their investment objectives and constraints (including return expectations and willingness, capacity and need for risk) and evaluating 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 09: Taxation (36 Hours)

This course introduces the fundamental knowledge required by candidates to articulate their professional responsibilities as financial planning professionals. This module addresses the key knowledge candidates require to understand and interpret an individual’s tax profile, including being able to explain and identify the income tax rules, as well as the implications for various types of income. The module also explores tax deductions and credits, as well as the benefits of engaging in income splitting.

CFP 10: Law (12 Hours)

This course 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 course 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 course 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.

CFP 13:Advocis Advanced Curriculum(39 Hours)

This course builds on the knowledge presented in the 12 modules that make up the Advocis Core Curriculum Program for QAFP and CFP Certification. The purpose of this course is to present the content and material required for the advanced knowledge topics found in the FP Canada Body of Knowledge.

 

Dates

Live Online

Part Time:

  • CFP 01: Coming again in 2023
    • Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
  • CFP 02: Coming again in 2023
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 03: August 02, 2022 –  October 04, 2022
    • Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
  • CFP 04: August 09, 2022 – November 01, 2022
    • Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
  • CFP 05: September 08, 2022 – October 20, 2022
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 06: September 06, 2022 – September 20, 2022
    • Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
  • CFP 07: October 06, 2022 – November 03, 2022
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 08: October 06, 2022 – December 22, 2022
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 09: November 03, 2022 – November 24, 2022
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 10: November 03, 2022 – November 24, 2022
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 11: Coming again in 2023
    • Webinars will be held on Tuesdays from 4:00 to 7:00 pm PST
  • CFP 12: Coming again in 2023
    • Webinars will be held on Thursdays from 4:00 to 7:00 pm PST
  • CFP 13: July 13, 2022 – October 05, 2022
    • Webinars will be held on Wednesdays from 4:00 to 7:00 pm PST

Fees

The registration fee for each course is as follows:

  • CFP 01: $425
  • CFP 02: $425
  • CFP 03: $600
  • CFP 04: $780
  • CFP 05: $425
  • CFP 06: $180
  • CFP 07: $300
  • CFP 08: $720
  • CFP 09: $720
  • CFP 10: $240
  • CFP 11: $300
  • CFP 12: $425
  • CFP 13: $780

Instructors

Steve Fooks

Steve is a (CFP) Certified Financial Planner and a Certified Health Insurance Specialist (CHS).  He has also completed the Certified Executive Coach program at Royal Roads University. He combines his 20 years of industry experience with his passion for education and the development of others.

Steve is an Advanced Case Consultant for Canada Life where he works alongside financial advisors as their subject matter expert on life insurance. His focus is on estate planning and corporate insurance planning where he combines his product design and people skills to create custom solutions for clients.

 

 

Jason Wong

Jason Wong has extensive knowledge in the wealth management industry, and has been practising financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients in achieving their financial goals through comprehensive financial planning. Jason is also a consultant supporting financial advisers in providing wealth management solutions to their clients. Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). He holds a Master of Business Administration from the University of Manchester, which is consistently ranked as one of the top global business schools under the Financial Times Global MBA rankings.

 

Derrick Mo

Derrick Mo has extensive knowledge in the financial services industry and practiced in various banking, financial planning, and investment management capacities. Derrick holds several industry certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative Investment Analyst (CAIA), and Accredited Financial Modeller (AFM) and  completed many professional business programs such as accounting, business analysis, project management, and etc. Derrick holds a Master of Business Administration (MBA) degree from Rotman School of Management at the University of Toronto with double majors in Financial Engineering and Risk Management and Investment Banking and is studying part-time towards his second master degree in computer science at the University of Pennsylvania. Derrick is passionate in teaching and has provided numerous lecture series and speeches in financial and investment related topics. Derrick is an active contributor to the wealth and asset management community and has been serving as a mentor at a CFA Society’s Mentorship program since 2017. Derrick also participated in the CFP exam review session where he provided his feedback on CFP exam questions to FP Canada and served as a curriculum reviewing member and a CFA Level 3 exam grader at CFA Institute. Last but not the least, Derrick loves reading, playing chess and piano in his spare time.

Grant Strachan

Grant Strachan is an accomplished Senior Financial Consultant and Branch Manager for one of the largest Financial Planning Companies in Canada. He holds the CFP, CLU, and RRC designations and has both a Bachelors and Master’s Degree. For ten years, Grant has managed his own practice where he and his team actively manage a client base of High Net Worth professionals and business owners. Grant is passionate about developing comprehensive financial plans to give his clients confidence they are on track to achieve their financial goals by focusing on advanced Tax and Estate planning strategies. He also holds his Life License so he can address the full scope of clients’ needs. Grant regularly presents retirement planning workshops for the  Government of Canada as well as the BC Teachers Federation.

 

Robert Hurdman

Robert Hurdman, CFP, has worked as a financial advisor in Calgary, AB for eight years. Robert gives professional advice to families on financial planning and investment management. Besides the Certified Financial Planner designation, Robert also earned a B.A. in International Studies from Laval University and a Master of Education from the University of Calgary. He also volunteers in his community with Junior Achievement, Scouts Canada, YMCA and in his church.

 

 

 

*Subject to change without notice

Technical Requirements

Live Online Students

Ashton College uses web conferencing tools for conducting online classes and online learning management systems for managing resources, assignments, and grades. These tools help instructors and students connect live online as well as asynchronously. The basic requirements for online learning include a computer, webcam, speakers, and a microphone or a headset and headphones, along with a reliable internet connection. Though online learning can be pursued using smartphones and tablets, the use of laptops or desktop computers is encouraged for an enhanced learning experience.

These courses do not require approval by the Private Training Institutions Branch of the Ministry of Advanced Education and Skills Training. As such, they were not reviewed.

 

 

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