Financial Planning Certificate

Program Model / Completion Requirements

The certificate program consists of four comprehensive courses recognized by the FPSC (Financial Planners Standards Council), developed by ADVOCIS and offered, in partnership, with NAIT's Continuing Education Department.

The courses are delivered in thirteen-week semesters and students are expected to spend an additional six to eight hours per week in self-study.  Students are not encouraged to take more than one course/semester as course content is relatively sequential.

Certification

NAIT Certificate in Financial Planning

Note: This certificate will qualify a student to register with the Financial Planners Standards Council to challenge its professional national exam towards the CFP designation. This exam is administered twice a year, in November and June.

http://www.cfp-ca.org/

NAIT does not award the CFP and CERTIFIED FINANCIAL PLANNER designation. The right to use the marks CFPTM and CERTIFIED FINANCIAL PLANNERTM and logo is granted under licence by FPSC to those persons who have met its educational standards, passed the FPSC Certified Financial Planner (CFP) Examination, satisfied a work experience requirement and agreed to abide by FPSC Code of Ethics.

NOTE  Financial Planners Standards Council (FPSC) has officially announced changes to its Certified Financial Planner certification program, which will come into effect July 1, 2010.

The changes to the CFP certification program ensure future candidates have access to the most meaningful educational opportunities, practical and relevant work experience and an incremential path for demonstrating competence in applying and integrating the vast array of knowledge required for professional financial planning.

Candidates applying to FPSC to met the Examination requirement of the CFP certification program on or after 1 July 2010 will be enrolled in the new program.

Candidates applying to FPSC to repeat the current CFP Examination on or after 1 July 2010 will be enrolled in the new program and must abide by the new requirements.  The CFP Examination will not be offered after June 2010 and will be fully replaced by the PCE1 and PCE2.

The first PCE1 sitting will be in November 2010.  The first PCE2 sitting will be held in June 2011.

The above highlights only the most significant revisions, and does not offer an exhaustive representation of the changes to the Certification Program.  If you have any questions, please contact FPSC staff at 416.593.8587, or toll free 1.800.305.9886 or www.fpsccanada.org

 

Entrance Requirements

Grade 12 diploma and an interest in pursuing a career in the Financial Planning industry.

Non-academic Requirements

Personal Computer System Requirements:

All students are expected to have access to a personal computer with the following system requirements for the duration of each of the courses:

• Microsoft Windows operating system
• 56K internet connection or greater
• 800 X 600 screen resolution or higher
• Microsoft Internet Explorer Web browser version 5.5 or later
• Web browser cookies enabled
• JavaScript enabled
• Adobe Acrobat Reader 5.0 or later

Program Outline