CERTIFICATE 20961 Financial Planner (CIFP)

Canadian Institute of Financial Planning (CIFP) is an association of Canadian CFP licensees. The association is an independent, effective and powerful CFP-focused advocate for the CFP certification and the financial planning profession in Canada. Humber, in co-operation with the Canadian Institute of Financial Planning (CIFP), is offering the Certified Financial Planner (CFP) program. This four-course program leads to a Certificate in Financial Planning from Humber College. Students will still be required to complete the Program Review and Evaluation Course and the Program Examination in order to be eligible to write (challenge) the  FPE 1.

The Program Review and Evaluation is a course of approximately 200 questions on the 4 courses offered by CIFP. The Program Examination is a 4-hour exam, and Students have to pass the exam to be eligible for writing the FPE 1 with the Financial Planning Standards Council (FPSC). Humber College does not currently offer the Program Review & Evaluation nor the Program Exam. To complete these students must go to www.CIFP.ca directly. After passing the Level 1 Examination (FPE1) students must maintain continuous registration with FPSC by becoming a Registered Candidate and agree to adhere to the Code of Ethics and Practice Standards. Before writing the Level 2 Exam (FPE2) students must accumulate 1 year of work experience and complete the Certified Financial Planner Capstone Course, also offered here at Humber called CFPD 510. After having completed all prior steps, candidates are eligible to write FPE2. Both the FPE1 and FPE2 are offered twice a year - in June and November.

Humber's Financial Planner certificate has been developed specifically for individuals who wish to become qualified professional financial planners as well as those individuals who simply want a better understanding of the complex financial world around them, and wish to gain the knowledge that will enable them to structure their financial affairs to best suit their needs and objectives. Achieving financial security for clients is a complex process. Financial markets, taxation laws, investments and investment strategies grow ever more complex. Canadians have recognized a need for financial guidance and are looking to qualified professionals for financial planning expertise. Courses are subject to change by the association.

NEW! Helping you become employable even sooner: Humber, along with the Canadian Institute of Financial Planners (CIFP) is offering an opportunity to earn the new, industry-standard, Registered Retirement Consultant (RRC®) Certificate. To earn the RRC certificate, successfully complete the first two courses in the Financial Planners certificate courses listed below (CFPL 201 and CFPL 204), in addition to the RRC online practice module and examination. The new industry-standard RRC certification from CIFP is an opportunity to earn a title halfway through the Financial Planner certificate here at Humber. For more information, please click here.