CFP® Program

The Financial Advisors Association of Canada

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Want help solving the CFP® certification exam?


Prep with Course 5 of the CFP® Education Program from Advocis® and CCH

NOTICE: Anyone planning to write the CFP certification exam in November 2009 or June 2010 should consider this preparation course.

The Financial Planning Standards Council (FPSC) has officially announced changes to its Certified Financial Planner® certification program, which take effect July 1, 2010. Click here to review the current and future certification processes. Please consult the FPSC’s CFP qualifying policy.

If you want to get your CFP before the certification guidelines change in July 2010, then consider Course 5 as your in-depth way of prepping for the CFP certification exam

If you fit one of the following categories, Course 5 can help you get the knowledge and confidence to succeed:

  • you hold a CLU® designation
  • you hold an approved prior credential
  • you’re currently an in-stream CFP student
  • you’re planning to take another attempt at the CFP certification exam

Course 5 offers:

  • case studies and multiple-choice questions to practice and test your knowledge
  • summary of key topics from the CFP Education Program curriculum organized into six areas of technical knowledge
  • coverage of the CFP Professional Competency Profile and CFP Examination Blueprint, along with examination writing techniques
  • bonus value software: oneSource (The CCH Canadian Financial Planning Library) and FP Solutions™
  • proctored case study exam provided by Advocis

Continuing Education Credits:

Course 5 is accredited for 15 CE technical credits. As well it is approved in Alberta for 15 Life or 15 Accident & Sickness Credits.

Course Pricing:

  • $300 for Advocis members
  • $400 for non-members