Overview

You can qualify to sit for the Financial Planning Examination Level 1 (FPE1®) and Financial Planning Examination Level 2 (FPE2®) administered by Financial Planning Standards Council (FPSC) with our accredited CCH/Advocis Education Program leading to CFP® Certification. The CFP® designation is the globally recognized mark held by over 18,000 Canadian financial planning professionals. Candidates on the path to CFP® certification are rewarded with greater income and a preferred clientele. With our qualifying program, you will gain knowledge and confidence while learning the current and relevant content. Topics covered closely match FPSC's FPE1® Blueprint and FPE2® Blueprint, and the program is designed to optimize your study time. Successful completion of the courses in this program qualifies you to sit for the FPE1® and FPE2® administered by FPSC.

Whether you are an individual looking to become a CFP® professional or a corporate education leader responsible for advisors' professional development, CCH Canadian, in partnership with Advocis, provides all the materials and support needed to give you a helping hand:

• Individual Learning: You can complete the qualifying program through online self-study or by attending in-class courses offered through our Academic Partners including colleges and universities across Canada.
• Corporate Learning Environments: If you are responsible for delivering corporate education to staff or agents, we support your efforts by helping participants stay on track with additional learning options such as Study Leader Webinars. Our marketing materials are designed to assist you in developing awareness of the benefits of having the CFP® credential.
• Academic Institutions: You can take advantage of our student study texts and instructor resources such as; presentation slides; additional exercises, problems and cases to apply learning; test files for assessment; and exam preparation and practice assignment questions.
• Accountant Learning: You may pre-qualify to challenge the FPE1® and FPE2® or you may wish to update your knowledge of aspects of financial planning – either way you can complete a custom program designed for busy accounting professionals.
• Reference only: If you are designated but seeking updated information, or looking for a comprehensive professional reference, you can obtain the complete bundle of study texts in the CCH/Advocis Education Program leading to CFP® Certification at great value.
• All registrants: Unique to our qualifying program is the inclusion of CCH professional software in our study texts and also offered online; this is offered at no charge, which allows registrants to take advantage of research and planning tools utilized by financial professionals across Canada.

NOTE: The CCH/Advocis Education Program leading to CFP® Certification is available to all advisors whether members of Advocis, Independent Financial Brokers of Canada, or another association.

Disclaimer: CFP®, CERTIFIED FINANCIAL PLANNER® and (Flame Symbol) are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP® marks in Canada, through agreement with FPSB.