CFP training courses and schools
Certified Financial Planner Exam programs, certificates, diplomas and degrees

Total 7 training course(s)/program(s) at schools in Canada.



Centennial College

Training Centre/Campus: Toronto, Ontario, Canada
Phone No.: 416-289-5300

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Financial Planning program will provide you with the opportunity to obtain an Ontario Graduate Certificate in the field of financial planning in two semesters. The program will provide you with all of the educational requirements to challenge the Certified Financial Planner (CFP) exam. The program uses instruction materials from professional bodies to deliver the courses. Material license fees for the courses (and examination fees) are mandatory, and in addition to the regular tuition fees.



Program Highlights

Upon completion of this program, graduates will be able to:
•Integrate economic and personal information necessary for effective financial planning decisions.
•Compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards.
•Effectively market financial services to clients to gain new and renewal business.
•Recogniz... [Read More]


Mount Royal University

Training Centre/Campus: Calgary, Alberta, Canada
Phone No.: 403.440.6111

Certified Financial Planner(CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Earn the mark that is the gold standard in financial planning ?the prestigious Certified Financial Planner® (CFP®). If you are interested in becoming a financial planning professional, Mount Royal offers in-class instruction of the CFP® education program designed by the Canadian Institute of Financial Planning (CIFP). Graduates of the CIFP CFP® Program have consistently achieved a first-time write average pass rate on the Financial Planning Standards Council (FPSC) CFP® exam that is above the national average pass rate over the past 5 years.

Registered Retirement Consultant - (RRC®) Certification
By successfully completing both Financial Planning 1 courses listed below as well as the RRC® online practice module and examination, you can now earn the new industry-standard RRC® certification from CIFP on your way to becoming a Certified Financial Planner®. For more information, please contact Business and Professional Education. cebusiness@mtroyal.ca or 403.440.... [Read More]


George Brown College

Training Centre/Campus: Toronto, Ontario, Canada
Phone No.: 1-800-265-2002

Certified Financial Planner (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Students who choose the Personal Financial Planning major of the Bachelor of Applied Business degree will have the opportunity to qualify for one of the most highly regarded professional designations in the financial services industry, the Certified Financial Planner (CFP) designation. The Certified Financial Planner designation is the only internationally recognized financial planning designation, and is granted by the Financial Planners Standards Council, which develops and regulates financial planning standards in Canada. The Personal Financial Planning major of the Bachelor of Applied Business degree has been developed based on the skills and knowledge needed to meet the requirements of the CFP designation. Graduates will be qualified to write the CFP examination (as offered by the Financial Planners Standards Council) immediately upon graduation.


University of Victoria Continuing Studies

Training Centre/Campus: Victoria, British Columbia, Canada
Phone No.: (250) 472-4747

Financial Planning (CFP) (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The University of Victoria offers a series of Financial Planning courses which will appeal to individuals wanting to increase their understanding of financial products and the financial planning process, as well as to those professionals wishing to acquire the Certified Financial Planner (CFP) designation from the Financial Planners Standards Council.

The first four Financial Planning courses qualify students to challenge the CFP examination administered by the Financial Planners Standard Council (FPSC). The fifth optional course consists of a case study and exam preparation review for the CFP exam. There is no application required for those who only wish to qualify to challenge the CFP exam.

Students can then take an additional three courses to qualify for a Certificate in Financial Planning from the University of Victoria. The Certificate in Financial Planning is intended to serve the needs of students who wish to acquire a comprehensive knowledge of financ... [Read More]


Conestoga College

Training Centre/Campus: Kitchener, Ontario, Canada
Phone No.: 519-748-5220

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Provides students with the opportunity to obtain an Ontario College Graduate Certificate in the field of financial planning in two semesters, or the equivalent in part-time study. The program will provide students with all of the educational requirements to challenge the CFP exam and to be fully licensed with IIROC/MFDA, combining courses designed at Conestoga with those originating from industry standard-setting organizations.

Program Facts
Length: One-year Ontario College Graduate Certificate program


Mohawk College

Training Centre/Campus: Hamilton, Ontario, Canada
Phone No.: 905-575-1212, 519-759-7200

Financial Planning Certificate (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

CERTIFIED FINANCIAL PLANNER (CFP) is an internationally recognized professional designation that is administered by the Financial Planners Standards Council (FPSC). Mohawk has developed an in-house, four-course, Financial Planning Certificate that allows you to qualify for the accreditation exams of the FPSC.

Upon successful completion of the course material, you may write the CFP Accreditation exams which are scheduled in June and November each year. Accredition also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a PE2 exam (taken one year after the PE1 exam) to qualify for the CFP designation. Students applying these course for qualification for the FPSC PE1 exam must attain a grade of 60% or greater.


University of Calgary Continuing Education

Training Centre/Campus: Calgary, Alberta, Canada
Phone No.: 403-220-2866

Certified Financial Planner (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The University of Calgary and ADVOCIS (www.advocis.ca and www.advociscalgary.ca) have partnered to offer an education program approved by the Financial Planners Standards Council (FPSC). Upon completion of the approved education program you qualify to write the Certified Financial Planner?(CFP? Examination, set and administered by FPSC. All licensing of the designation is through FPSC.

Advocis provides comprehensive and rigorous education training in pursuit of a credential that identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. The Financial Planners Standards Council (FPSC) awards the Certified Financial Planner credential to individuals who have met its educational requirement, passed FPSC’s CFP Examination, completed the work experience requirement and agree to abide by the CFP?Code of Ethics. (www.cfp-ca.org)

In addition, upon completion of all four courses, 100 transfer credit hours m... [Read More]

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