CERTIFIED FINANCIAL PLANNER®
certification is the gold standard for certification in the
financial planning industry. CFP®s are the largest
identifiable body of licensed financial planners in Canada with
upwards of 17,000 professionals meeting the high standards of this
designation.
The CFP®
exams are extremely challenging. Despite having completed the CFP®
core curriculum, wise students generally look for
additional exam preparation tools to brush-up their knowledge and
gear-up for exam day.
SeeWhy Learning does not provide such tools, but is pleased to
advise you of the following training companies that offer CFP®
specific preparation tools:
In-Class Seminars and Live
Webinars:
Business Career College -
Click Here
Practice Questions and
other Concept-Focused Study Tools:
Gobeil & Associates -
Click Here
While we recommend you visit the Financial Planners Standards
Council’s website for a more detailed discussion on obtaining the
CFP® designation, we have included a high-level summary.
| Step 1: Complete a
CFP® core curriculum program |
To write the CFP®
exams you are required to first complete an approved core curriculum
education program.
For a list of course providers,
click here:
https://www.fpsc.ca/core-curriculum-educators/legacy
Many of our students are securities, life insurance, or banking
professionals and are therefore already enrolled with CSI Global
Education Inc.®
which is one of the CFP® core curriculum education
providers. If you select CSI Global Education Inc.® as your
provider, there are two streams you can follow:
Stream 1:
Canadian Securities Course® (CSC®)
or Investment Funds in Canada®(IFC®)
Financial Planning I® (FPI®)
Financial Planning II®
(FPII®)
Stream 2:
Canadian Securities Course®
(CSC®)
Wealth Management Essentials® (WME®)
Financial Planning Supplement®(FPSU®)
SeeWhy Learning is pleased to offer you our easy to understand
study notes, online flash cards, and online exam preparation
questions to assist you in passing all of the courses listed above.
Study materials will be available for the new
Financial
Planning Supplement®
course in 2013.
To learn more about our study tools click on the applicable course:
Canadian
Securities Course®
CSC®
Investment
Funds in Canada®
IFC®
Financial Planning I®
FPI®
Financial Planning II®
FPII®
Wealth Management Essentials®
WME®
Financial Planning Supplement®
FPSU®
Please note that the purchase of
SeeWhy Financial Learning's exam preparation materials does not
constitute enrolment in the actual licensing course(s). Instead, our
materials are designed to assist you in understanding the content of
such courses. If you have not already done so, you must register
with the applicable course provider in order to obtain their course
materials and write the actual exam. For the actual course
provider’s website click here.
The trade-marks CSI, CSC, CPH, IFC,
WME, FPSU, PFSA, FP1 FP2, AFP, PFP, Canadian Securities Course,
Conduct and Practices Handbook Course, Investment Fund in Canada,
Wealth Management Essentials, Financial
Planning Supplement, Personal Financial Services Advice Reading,
Financial Planning 1, Financial Planning 2, Applied Financial
Planning, and Personal Financial Planner are owned by CSI Global
Education Inc. CSI Global Education Inc does not sponsor, license or
necessarily recommend these notes and study material for any of its
courses. SeeWhy Financial Learning is an independent supplier of
educational services. Exam preparation materials are not sponsored
by any other industry organization.
CFP®
and CERTIFIED FINANCIAL PLANNER®
are certification trademarks 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.
| Step 2: Register for
the CFP® Exams |
To become a CFP® you need to
meet the education criteria, as well as other
criteria set by the standards council, such as relevant work
experience. To avoid disappointment before embarking on the CFP® you
should ensure you will meet these criteria.
Once a student has completed the core curriculum it is time to
register with the Financial Planning Standards Council to write the
applicable exams.
For more information click here:
https://www.fpsc.ca/earn-certification
Note that candidates must also complete an FPSC-approved Capstone
Course before writing the Financial Planning Examination Level 2
(FPE2™). |
