Education Programs

The Financial Advisors Association of Canada

CURRICULUM MAP

003 - Full
005 - Accident & Sickness
CFP®
231 - Financial Planning Fundamentals
232 - Contemporary Practices in Financial Planning
233 - Comprehensive Practices in Risk & Retirement Planning
234 - Wealth Management & Estate Planning
After successfully completing the Core Curriculum program (CFP 231-234), candidates can qualify to write Level 1 of the Financial Planning Examination (FPE1) through the FPSC. Candidates must attempt the FPE1 within four years of their program completion date.
245 - CCH/Advocis FPSC-approved Capstone Course
Candidates must pass the CCH/Advocis FPSC-approved Capstone Course (CFP 245) prior to applying for Level 2 of the Financial Planning Examination (FPE2).
CLU®
235 - Advanced Taxation
236 - Law
237 - Applied Estate Planning

SPECIALTIES

303 - Disability Income Insurance, Indvidual and Group
504 - Critical Illness, Long-term Care and Group Benefits

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