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Education >> Continuing Education Program

No organization understands the challenges of your profession better than the Canadian Institute of Financial Planning (CIFP). CIFP offers a broad range of continuing education courses to meet your annual CE requirements for purposes of maintaining your CFP® credential* and for insurance requirements (where applicable). CIFP provides you with the convenience of claiming all your annual continuing education credits through a single and trusted education provider. Students can claim a maximum of eight (8) verifiable credits upon the successful completion of each CE title (which includes an online examination consisting of 20 multiple choice questions).

Continuing Education Courses:

  • Corporations
  • Death and Taxes
  • Deductions from Business and Property Income
  • Employer Sponsored Pension Plans
  • Estate Planning in Special Situations
  • Family Property and Other Issues
  • Family Relationships and Support Obligations
  • Investment Risk Evaluation
  • Life Insurance Products, Issues, and the Industry
  • Living Wills, Property Investments, Intestacy and Probate
  • More Taxation of Capital Property
  • Personal Trusts
  • Proprietorships and Partnerships
  • Risk of Death
  • Risk of Disability and Accident and Sickness Insurance
  • Taxation of Capital Property
  • Taxation of Property Income
  • Wills and Powers of Attorney for Property
These continuing education courses are updated on an annual basis to reflect the most recent legislative changes.

* CIFP/CIFPs creates and/or sponsors its educational offerings in consideration of the continuing education guidelines set by the Financial Planning Standards Council (FPSC). It is the responsibility of the CFP professional to assess the appropriateness of this education content for purposes of claiming CE credits. Claims for CE credits are subject to review and approval by FPSC.


CIFP Securities Compliance Principles Program – Cycle 5 IIROC CE credits

The CIFP Securities Compliance Principles is comprised of the following 3 courses:
  • Know your Client and Risk Management - 4.5 IIROC Compliance Credits
  • Compliance and Sales and Trading Conduct - 4.5 IIROC Compliance Credits
  • Ethics - 3 IIROC Compliance Credits
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    CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo (with flame) are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
       

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    IIS5 () - 5/18/2012 4:53:48 AM