July 3, 2009
Following is a list of the FPSC approved education programs and the specific institutions through which they are offered. Successful completion of one of these approved programs qualifies individuals to sit the CFP Examination offered twice yearly in June and November.
Follow the link for each of the following institutions for more information about their programs leading to eligibility for the CFP Examination.
CFP Education Program
The Certified Financial Planner Program
Canadian Securities Course and Professional Financial Planning Course
CSI - Institute of Canadian Bankers (ICB) Financial Planning Program and Diagnostic Component
CSI - Financial Planning Program: Professional Financial Planning Course and Securities Fundamentals for Financial Planners
CSI - Canadian Securities Course, Wealth Management Essentials (WME) plus Wealth Management Essentials - Financial Planning Supplement
The Certified Financial Planner Program, CIFP offered in Business - Continuing Education
The Certified Financial Planner Program, CIFP offered in Continuing Education Program
The Certified Financial Planner Program, CIFP offered in Bachelor of Applied Financial Services
The Certified Financial Planner Program, CIFP (part-time) offered in Continuing Education Program
CFP Education Program, Advocis/CCH Canadian offered in Certificate, Continuing Education - Financial Planning Program
Business Administration Diploma - Financial Services Major
Financial Planning Certificate
CFP Education Program, Advocis/CCH Canadian Limited
Bachelor of Commerce Program, Personal Financial Planning Concentration
CFP Education Program, Advocis/CCH Canadian Limited
Diploma of Technology — Financial Planning Option Financial Management Technology
Associate Certificate in Financial Planning - Financial Management Technology
Financial Management in Financial Planning
CFP Education Program, Advocis/CCH Canadian Limited
B.B.A. in finance, specialization in financial planning
CFP Education Program, Advocis/CCH Canadian Limited Business, Management & Technology Programs Division of Continuing Education
The Certified Financial Planner Program, CIFP
Bachelor of Commerce, Finance Major
The Certified Financial Planner Program, CIFP
CFP Education Program, Advocis/CCH Canadian limited offered in Full-time Business Administration: Finance Program
CFP Education Program, Advocis/CCH Canadian Limited
CFP Education Program, Advocis/CCH Canadian Limited offered in Continuing Education Department
The Certified Financial Planner Program, CIFP offered in Financial Services Program
Diploma, Business Administration, Financial Planning
Diploma, Financial Planning Services
Certificate - Financial Planning (Postgraduate)
Bachelor of Applied Business, Financial Services – Major in Financial Planning
Certificate in Financial Planning
Diploma, Financial Planning
CFP Education Program, Advocis/CCH Canadian Limited
The Certified Financial Planner Program, CIFP
Financial Planning Postgraduate Certificate
Bachelor of Commerce - Finance Major
Certificat en Planification Financiere, School of Commerce and Administration
CISRO Financial Planning Program
Diploma, Financial Services
Continuing Education, Business & Human Services Financial Planning Certificate Program
Bachelor of Commerce, School of Business Management, Ted Rogers School of Business Management
Continuing Education - Certificate in Financial Planning
Bachelor of Applied Business - Financial Services Management
The Certified Financial Planner Program, CIFP offered in part-time program
Diploma in Business Administration - Accounting & Financial Planning
Diploma in Business Administration - Financial Planning Specialization
CFP Education Program, Advocis/CCH Canadian Limited offered in Sheridan Institute of Technology & Advanced Learning Under-Graduate and Post-Graduate Studies
BBA Honours Degree with Specialization in Financial Planning
Bachelor of Administrative Studies, Honours Finance
CFP Education Program, Advocis/CCH Canadian Limited
Diploma in Personal Financial Planning
Certificat en Planification Financiere
Certificat en Planification Financiere
Certificat en Planification Financiere
Certificat en Planification Financiere
Certificat en Planification Financiere
Certificat en Planification Financiere
Certificat en Planification Financiere
The Certified Financial Planner Program, CIFP
CFP®, CERTIFIED FINANCIAL PLANNER® and 
® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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