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Certified Financial Planner (CFP)

Professional Designation

Professional Designation

Program Description

Certified Financial Planner? (CFP?) certification is the most widely recognized financial planning designation in Canada and considered the standard for the profession, representing the highest level of competence, ethics and practice. There are nearly 17,000 CFP? professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.

As a professional standards setting and certification body working in the public interest, FP Canada's purpose is to drive value and instill confidence in financial planning.

The CFP? certification program will help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.

The certification from FP Canada is comprised of four core curriculum courses (all offered online through Durham College as noted below). After successfully passing the core curriculum courses, you are eligible to write the FPSC Level 1 Examination in Financial Planning. Upon successfully passing the exam, you will receive the FPSC Level 1 Certificate in Financial Planning designation from FP Canada. To continue your path to a CFP? designation you most complete a Capstone course through FP Canada, pass the CFP examination and possess three years' full time work experience.

For further information about completing the CFP certification, please contact the FP Canada

Core Curriculum Courses: (to be taken in order noted below)

  1. Retirement Planning - FIN 1080
  2. Risk Management and Estate Planning - FIN 2080
  3. Strategic Investment Planning - FIN 3080
  4. Income Tax Planning - FIN 4080

Questions? Call 905.721.3052

Currently offered

Course Title Location
FIN 4080Income Tax PlanningOnline
FIN 1080Retirement PlanningOnline
FIN 2080Risk Management and Estate PlanningOnline
FIN 3080Strategic Investment PlanningOnline