Advocis' Certified Financial Planner® (CFP) program is designed to 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 CFP® designation marks financial planners as qualified to practice as professionals. Teaming up with CCH Canadian Ltd., the lead professional publisher of reference material in tax and financial planning, Advocis has redesigned the CFP program to include an online format of program delivery, and has allowed for regular updates on the course content to maintain currency and reliability of information.
What makes Advocis' new CFP® program unique?
Current and relevant course content
The content has been completely rewritten to closely match the FPSC syllabus and eliminate any redundancies thus, allowing for a higher pass rate on the CFP® examination.
Online course format
Students enjoy maximum flexibility on study options.
Modular course format
Content available in a modular course format to allow CFP® designates and others to obtain subject updates and CE credits at the same time.
Student access to on-line coaches who are not only professionally trained but also practicing CFP® designates.
On-line inquiry forum
An online forum - email@example.com - is available to students for course related or industry specific inquiries. Students can also fax their inquiries to Advocis and receive a response within 48 hours.
Access to state of industry software products
Each text includes two DVDs.
Disc 1 holds oneSource, CCH’s reference library for advisors. The educational version of this extensive electronic research library gives you a wealth of planning information, including the basics of finance, insurance, investment planning, taxation, and estate and retirement planning, allowing you to do key word and phrase searches that direct you to the information you need. Hypertext links guide you through legislation, commentary, government forms, and checklists relevant to your practice or program of study.
Disc 2 contains a demo of CCH Canadian’s financial planning software, “FP Solutions Advanced”. Users of our texts may qualify for a discounted subscription rate on FP Solutions Advanced.
Mandatory online tests after each module.
Beginning with this June 9, 2012, exam, both FPE1 and FPE2 will be completed electronically at computer-based testing facilities across Canada. Candidates for FPE1 and FPE2 will now complete the exam on computers at the testing centres. Previously, FPE1 was a paper-based examination.
Note: Advocis does not award the CFP® and Certified Financial Planner® designation. The right to use the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP(logo) is granted under licence by FPSC to those persons who have met its educational standards, passed the FPSC's Certified Financial Planner Examination, satisfied a work experience requirement, and agreed to abide by FPSC Code of Ethics.