$999 PER COURSE
More Canadians see the value of a trusted professional financial planner. Certification gives you the knowledge and experience for a successful career and proves you have:
the skills and experience to give financial advice
professional responsibility and strong ethics
a recognized professional brand for clients and employers
Certification also keeps you up to date with changing legal and regulatory rules.
Our recommended Pathway to CFP designation for Bankers:
Investment Funds Canada (IFC) or Canadian Securities Course (CSC) → Financial Planner (FP 1) → Financial Planner (FP2) → Lending Retirement and Insurance Supplement → Law Estate and Tax Supplement → CFP Professional Education Program → CFP Certification Examination
$999 PER COURSE
More Canadians see the value of a trusted professional financial planner. Certification gives you the knowledge and experience for a successful career and proves you have:
the skills and experience to give financial advice
professional responsibility and strong ethics
a recognized professional brand for clients and employers
Certification also keeps you up to date with changing legal and regulatory rules.
Our recommended Pathway to CFP designation for Bankers:
Investment Funds Canada (IFC) or Canadian Securities Course (CSC) → Financial Planner (FP 1) → Financial Planner (FP2) → Lending Retirement and Insurance Supplement → Law Estate and Tax Supplement → CFP Professional Education Program → CFP Certification Examination
