FP Canada Institute™: Single-source, financial planning education excellence that’s easy to navigate. 

The FP Canada Institute, a division of not-for-profit FP Canada™, is a single-source education solution for unmatched technical and professional financial planning proficiency. The course content is written by professional financial planners for aspiring financial planners. Students will gain the knowledge and skills they need to thrive in any employment scenario. All of the content is structured to ensure that CERTIFIED FINANCIAL PLANNER^® professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals have the skills Canadian clients are looking for.

Key Benefits

• All FP Canada Institute courses are eligible for MFD (formerly MFDA) and ID (formerly IIROC) CE credits. Exemptions are also available.
• Exclusively offered by the FP Canada Institute, the Professional Education Programs are the only financial planning courses designed to build competency in understanding human behaviour and other skills that are otherwise only learned through client-facing industry experience. As a result, new financial planners are client-ready sooner, and well-prepared to attract a desirable client base and establish meaningful client relationships.
• The QAFP^® Professional Education Program includes a Live Discovery component featuring one-on-one interactive training with CFP^® professionals, allowing students to develop client discovery skills and get live coaching and mentoring based on real-world situations and challenges.
• A comprehensive assessment approach: Self assessments with instant feedback, and formal assessments based on real-world practice scenarios with targeted feedback. Learning enhanced by an online student support forum.
• Technical education and professional skills development from a single source, allowing students to easily integrate both as the basis for holistic financial planning.
• Mobile-friendly content empowers learners to access content where it is most convenient.
• On-demand learning that includes downloadable content, interactive activities, and diverse illustrative examples.
• Competency-based content that is up-to-date and relevant to financial planning in Canada today, offered from the source of Canada’s leading financial planning certifications.

Financial Planning Certifications Offered by FP Canada

FP Canada, the leader in Canadian financial planning education and certification, offers two options that give candidates a choice of serving the financial planning needs of most Canadians – QAFP certification – and meeting the needs of Canadians with more complex financial situations – CFP certification. Candidates can also start with their QAFP certification, begin their work as a certified professional financial planner, and then continue on with CFP certification as their career grows and evolves.