This certificate is a comprehensive, standalone option for the advanced curriculum. Building on the knowledge and skills that you gained through your prior education in financial planning or your professional credentials, complete three advanced financial planning courses at George Brown College to meet the Advanced Curriculum requirement on your path to CFP® Certification. If you are a professional who has received an educational exemption from FP Canada, these courses will provide you with a concise update advanced topics in taxation, financial planning and the integration of all financial planning components required for the CFP Examination.
Success Factors:
Leveraging existing courses, this certificate is well suited for students who are aspiring to be CFP Examination Candidates:
QAFP TM professionals who are bridging to CFP Certification
PFP®, RRC®, CLU® professionals who are pursuing CFP Certification
Other Licensed professionals (IIROC/MFDA) who have received exemption from core curriculum requirement
CFP® Examination candidates who hold a Relevant Professional Qualification
Students who have completed a core curriculum at another FP Canada -approved education provider
Requirements
Coordinators of Financial Planning program at George Brown College will approve the prerequisite education completed by applicant at time of application. Each applicant will be considered on a case-by-case basis.
Eligibility will include, but not limited to students who have completed:
QAFP TM certification,
PFP®, RRC®, CLU® professionals
Completion of a FP-Approved Core Curriculum program
Applicants who hold a Relevant Professional Qualification, in good standing, as qualification for CFP Examination
Applicants who hold credentials or licenses that give them exemption from FP Canada’s core curriculum
Applicants who hold the Pl. Fin, a licensed financial planner in the province of Québec, as recognized by the Autorité des marches financiers (AMF)
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