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Core Curriculum Directory

Online Program

Education Provider:

Advocis

390 Queens Quay West, Suite 290 Toronto, M4V 3A2
www.advocis.ca

Program Name:

Advocis CFP® Certification Program

Program Contact:

Nelly Fanous
nfanous@advocis.ca
Toll free: 1-800-563-5822 Ext: 9882

Education Provider:

Ashton College

1190 Melville Street, Vancouver, BC V6E 3W1
http://www.ashtoncollege.ca/programs/certified-financial-planner-cfp/

Program Name:

Advocis CFP® Certification Program

Program Contact:

Jane Chang
jchang@ashtoncollege.ca
604.899.0803

 

Education Provider:

Athabasca University

1 University Drive, Athabasca, AB T9S 3A3
http://business.athabascau.ca/certified-financial-planner/

Program Name:

Specific courses within the Bachelor of Commerce Degree Program will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the Student Support Centre.

Program Contact:

Student Support Centre
business-support@athabascau.ca
1.800.468.6531

 

Education Provider:

Business Career College Corp. 

9090 51 Avenue, Edmonton, AB, T6E 5X4
www.businesscareercollege.com/

Program Name:

Business Career College Core Curriculum Program

Program Contact:

Penny Watt or Jason Watt
penny.watt@businesscareercollege.com
Kelly Brewer
Kelly@businesscareercollege.com
780.482.5990 or
Toll free: 877.934.5577

 

Education Provider:

Canadian Institute of Financial Planning (CIFP)

3660 Hurontario Street, Suite 600, Mississauga, L5B 3C4
www.cifp.ca

Program Name:

CIFP CFP® Certification Program

Program Contact:

Justin Warren
jwarren@cifps.ca
Toll free: 1-866-635-5526 x142

 

Education Provider:

Canadian Securities Institute (CSI)
Moody’s Analytics Training & Certification Services

200 Wellington St. West, 15th Floor Toronto, M5V 3C7
www.csi.ca/student/en_ca/courses/cfp

Program Name:

Stream 1: CFP® Certification Route for Bankers
Stream 2: CFP® Certification Route for Mutual Fund Representatives (MFDA)
Stream 3: CFP® Certification Route for Investment Advisors (IIROC)

Program Contact:

customer_support@csi.ca
416.364.9130
Toll free: 1.866.866.2601

 

Education Provider:

Confederation College

1450 Nakina Drive, P.O. Box 398, Thunder Bay, Ontario, P7C 4W1  
www.confederationcollege.ca

Program Name:

CIFP CFP® Certification Program,
CIFP offered in Financial Services Program

Program Contact:

Shelley Leeson, Program Officer
ce@confederationcollege.ca
807-475-6550 or 1-800-563-9435

 

Education Provider:

Fanshawe College of Applied Arts & Technology

1460 Oxford Street East, PO Box 7005, London, N5Y 5R6

Professional Financial Services

Business Finance Diploma 

Program Name:

Specific online courses within Professional Financial Services Post Graduate Certificate and Business Finance Diploma will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Lawrence Lynch, Professor & Coordinator of Financial Services Programs
LLynch@fanshawec.ca
519.452.4430 Extension 4396

 
Alberta

Education Provider:

Business Career College Corp. – Calgary Campus

115 – 2323 32 Ave NE, Calgary, T2E 6Z3
www.businesscareercollege.com

Program Name:

Business Career College Core Curriculum Program

Program Contact:

Penny Watt or Jason Watt
penny.watt@businesscareercollege.com
Kely Brewer
Kelly@businesscareercollege.com
780.482.5990 or
Toll free: 877-934-5577

 

Education Provider:

Business Career College Corp. - Edmonton Campus

9090 51 Avenue, Edmonton, AB, T6E 5X4
www.businesscareercollege.com

Program Name:

Business Career College Core Curriculum Program

Program Contact:

Penny Watt or Jason Watt
penny.watt@businesscareercollege.com
Kelly Brewer
Kelly@businesscareercollege.com
780.482.5990 or
Toll free: 877.934.5577

 

Education Provider:

Mount Royal University

4825 Mount Royal Gate S.W. Calgary, T3E 6K6
www.mtroyal.ca

Program Name:

CIFP CFP® Certification Program

Program Contact:

Catherine Roy-Heaton
croyheaton@mtroyal.ca
403-440-8643

 

Education Provider:

Northern Alberta Institute of Technology (NAIT)

11762-106 Street, Edmonton, T5G 2R1
www.nait.ca

Program Name:

Bachelor of Business Administration Degree. Please note that specific courses within this program will qualify candidates to sit for the FPSC Level 1® Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Anne Beukes, Chair Finance Programs
ANNAB@nait.ca
780.471.7846

 

Education Provider:

Southern Alberta Institute of Technology (SAIT)

1301 16th Avenue NW Calgary, T2M 0L4
sait.ca

Program Name:

Specific courses within the Business Administration Diploma - Financial Services Major program will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, pleasecontact the program contact.

Program Contact:

Bill Ross, Academic Chair Financial Services
william.ross@sait.ca
403.774.5269

 

Education Provider:

University of Calgary, Haskayne School of Business

2500 University Drive NW, Calgary, T2N 1N4
www.haskayne.ucalgary.ca

Program Name:

Students who are enrolled in the Bachelor of Commerce program, Personal Financial Planning concentration, are eligible to take courses that are part of the requirements to sit for the FPSC Level 1 Examination in Financial Planning.

Program Contact:

Dr. Norma Nielson, Ph.D., CLU
norma.nielson@haskayne.ucalgary.ca
403.220.7784

 
British Columbia

Education Provider:

Ashton College

1190 Melville Street, Vancouver, V6E 3W1
http://www.ashtoncollege.ca/programs/certified-financial-planner-cfp/

Program Name:

Advocis CFP® Certification Program

Program Contact:

Jane Chang 
jchang@ashtoncollege.ca
604.899.0803

 

Education Provider:

BCIT (B.C. Institute of Technology)

3700 Willingdon Avenue, Burnaby, V5G 3H2
www.bcit.ca

Program Name:

Specific courses within the full-time or part-time “Financial Management: Financial Planning Option” program will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please email the program contact or watch this video.

Program Contact:

Deacon Devlin
Deacon_Devlin@bcit.ca
604.412.7453

 

Education Provider:

Camosun College, School of Business

4461 Interurban Road, Victoria, V9E 2C1
www.camosun.bc.ca

Program Name:

Specific courses within the Diploma in Business Administration, Finance Option – Financial Planning Stream will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Yolina Denchev, Chair
denchev@camosun.bc.ca
250.370.4178

 

Education Provider:

Capilano University

2055 Purcell Way, North Vancouver, V7J 3H5
www.capilanou.ca

Program Name:

Specific courses within the Bachelor of Business Administration (BBA) Degree will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Ronald Wong, Instructor
Ronaldwong2@capilanou.ca
604-986-1911 x 3481

 

Education Provider:

Douglas College

700 Royal Avenue, New Westminster, V3L 5B2
https://www.douglascollege.ca


Program Name:

Specific Courses within the Bachelor of Business Administration (BBA) in Financial Services and Post-Degree Diploma in Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Morna Fraser, BBA Financial Services and Administration Degree Coordinator
fraserm@douglascollege.ca
1 (604) 527-5059

   
 

Education Provider:

Okanagan College

1000 K.L.O Rd, Kelowna, V1Y 4X8
www.okanagan.bc.ca

Program Name:

Advocis CFP® Certification Program

Program Contact:

Steven Watson, BSSc, MA, CFP, FMA
swatson@okanagan.bc.ca
250.762.5445 x4856

 

Education Provider:

Trinity Western University

7600 Glover Road, Langley, V2Y 1Y1
www.twu.ca

Program Name:

Specific courses within the B.B.A. in finance, specialization in financial planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Liping Zhang, Assistant Professor
liping.zhang@twu.ca
604.888.7511 x3475

    
 

Education Provider:

University of Victoria

PO Box 1700 STN CSC, Victoria, V8W 2Y2
www.uvic.ca

Program Name:

CIFP CFP® Certification Program, CIFP (part-time) offered in Continuing Education

Program Contact:

Pat Webster
pwebster@uvcs.uvic.ca
250.721.6412

 

Education Provider:

Vancouver Island University 

900 Fifth Street
Nanaimo, BC
Canada V9R 5S5

Program Name:

CIFP CFP® Certification Program

Program Contact:

Keith Jensen Ph.D. Chair, Finance Department 
Keith.Jensen@viu.ca
(250) 753-3245, ext. 2369

 

 
Manitoba

Education Provider:

Red River College

2055 Notre Dame Avenue, Winnipeg, R3H 0J9
www.rrc.mb.ca

Program Name:

CIFP CFP® Certification Program, CIFP offered in Continuing Education - Financial Planning

Program Contact:

Melissa Fontaine
mfontaine@rrc.ca
204.632.2020

 
Ontario

Education Provider:

Algonquin College

1385 Woodroffe Avenue, Ottawa, K2G 1V8
www.algonquincollege.com

Program Name:

Advocis CFP® Certification Program

Program Contact:

Tamara Stocks
stockst@algonquincollege.com
613.727.4723 x 2968

 

Education Provider:

Canadian Academy of Financial Designations Inc. (CAFD)

69 Thorndale Road, Brampton, L6P 1G5
www.advocis.ca

Program Name:

Advocis CFP® Certification Program

Program Contact:

Devanand Persaud
dev.persaud@rogers.com
416-315-8234

    
 

Education Provider:

Centennial College - Financial Services Program

P.O. Box 631, Station A, Toronto, M1K 5E9
www.centennialcollege.ca

Program Name:

CIFP CFP® Certification Program, CIFP offered in Financial Services Program

Program Contact:

Tom Barker
tbarker@centennialcollege.ca
416.289.5000 ext. 2030

 

Education Provider:

Conestoga College Institute of Technology and Advanced Learning

299 Doon Valley Dr, Kitchener, N2G 4M4
www.conestogac.on.ca

Program Name:

Specific courses within Diploma, Business Administration, Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Tanya Staples, CFP, Program Coordinator
tstaples@conestogac.on.ca
519.748.5220 X 3169

 

Education Provider:

Conestoga College Institute of Technology and Advanced Learning

299 Doon Valley Drive, Kitchener, N2G 4M4
www.conestogac.on.ca

Program Name:

Specific courses within the Business Administration, Financial Planning Services Certificate (full-time) program will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Dave Kohler, Program Contact
dkohler@conestogac.on.ca
519.748.5220 x3300


 Education Provider:

Durham Business & Computer College

111-50 Richmond Street E, Oshawa, L1G 7C7
www.dbcc.on.ca

Program Name:

Advocis CFP® Certification Program

Program Contact:

I. Toyama
itoyama@dbcc.on.ca
905-443-3010

 

Education Provider:

Fanshawe College of Applied Arts & Technology

1460 Oxford Street East, PO Box 7005, London, N5Y 5R6

Professional Financial Services

Business Finance Diploma 

Program Name:

Specific courses within Professional Financial Services Post Graduate Certificate and Business Finance Diploma will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please use the institution links.

Program Contact:

Lawrence Lynch, Professor & Coordinator of Financial Services Programs
LLynch@fanshawec.ca
519.452.4430 Extension 4396

 

Education Provider:

George Brown College - Bachelor of Applied Business

290 Adelaide Street East, Toronto, M5T 2T9
www.georgebrown.ca

Program Name:

Specific courses within the Bachelor of Applied Business, Financial Services – Major in Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Jim Daku, Chair, School of Financial Services 
jdaku1@mail.georgebrown.ca
416.415.5000 ext.2854

 

Education Provider:

George Brown College - Certificate in Financial Planning

200 King Street East, Toronto, M5T 2T9
www.gbrownc.on.ca

Program Name:

Certificate in Financial Planning

Program Contact:

Carolyn Fallis, Co-ordinator - Finance & Financial Planning, School of Financial Services
cfallis@georgebrown.ca
416.415.5000 ext.3716

 

Education Provider:

George Brown College - Diploma, Financial Planning

290 Adelaide Street East, Toronto, M5T 2T9
www.georgebrown.ca

Program Name:

Specific courses within the Diploma, Financial Planning will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Carolyn Fallis, Coordinator - Finance & Financial Planning, School of Financial Services
cfallis@georgebrown.ca
416.415.5000 ext.3716

 

Education Provider:

George Brown College, Continuing Education - Financial Planning Certificate

193 King Street East, Toronto, M5T 2T9
www.coned.georgebrown.ca

Program Name:

Financial Planning Certificate

Program Contact:

Kimberly Liu, Acting Coordinator, Business Skills & Management
kliu@georgebrown.ca
416-415-5000 x2164

 

Education Provider:

Humber Institute of Technology and Advanced Learning

3199 Lakeshore Blvd. West, Toronto, M8V 1K8
www.humber.ca

Program Name:

Specific courses within the Financial Planning Postgraduate (full-time) Certificate will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Mr. Richard Kingston, Program Coordinator
richard.kingston@humber.ca
416.675.6622 ext 3227

 

Education Provider:

Lakehead University

955 Oliver Road, Thunder Bay, P7B 5E1
business.lakeheadu.ca

Program Name:

Specific courses within the Bachelor of Commerce - Finance Major will qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Dr. Bahram Dadgostar, Dean, Professor
bahram.dadgostar@lakeheadu.ca
807.343.8443 807.343.8443

 

Education Provider:

Lambton College of Applied Arts and Technology

1457 London Rd, Sarnia, ON N7S 6K4
https://www.lambton.on.ca/

Program Name:

Financial Planning Certificate Program

Program Contact:

Judy Thorner
judyt@lambtoncollege.ca
(519) 542-7751, ext. 3559

 

Education Provider:

Laurentian University - Certificate

Ramsey Lake Road, Sudbury, P3E 2C6
http://laurentienne.ca/

Program Name:

Certificat en Planification Financiere, School of Commerce and Administration

Program Contact:

Yves Robichaud
yrobichaud@laurentienne.ca
705.675.1151 705.675.1151 ext.2145

 

Education Provider:

Mohawk College

135 Fennel Avenue West, Hamilton, L9C 1E9
www.mohawkcollege.ca

Program Name:

Specific courses within the Diploma, Financial Services qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Christine DiCarlo
christine.dicarlo@mohawkcollege.ca
905-575-1212 905-575-1212 ext 3619

 

Education Provider:

Mohawk College Continuing Education, Business & Human Services

135 Fennell Avenue West, Hamilton, L9C 1E9
www.mohawkcollege.ca

Program Name:

Financial Planning Certificate Program

Program Contact:

Online Learning Office
cebusiness@mohawkcollege.ca
905.575.2703

 

Education Provider:

Ryerson University - Bachelor of Commerce

350 Victoria Street, Toronto, M5B 2K3
www.ryerson.ca

Program Name:

Specific courses within the Bachelor of Commerce, School of Business Management, Ted Rogers School of Business Management qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Dr. Allen Goss, Chair, Finance Department
alg@ryerson.ca
416.979.5000 x2424

 

Education Provider:

Ryerson University - Certificate in Financial Planning

350 Victoria Street, Toronto, M5B 2K3
www.ryerson.ca/ce

Program Name:

Continuing Education - Certificate in Financial Planning

Program Contact:

Dr. Allen Goss, Chair, Finance Department
alg@ryerson.ca
416.979.5000 x2424

 

Education Provider:

Seneca College of Applied Arts & Technology - Honours Bachelor of Commerce - Financial Services Management

1750 Finch Avenue East, Toronto, M2J 2X5
www.senecac.on.ca

Program Name:

Specific courses within the Bachelor of Applied Business - Financial Services Management qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Bobby Killins, Program Coordinator
robert.killins@senecacolelge.ca
416.491.5050 ext 22671

 

Education Provider:

Seneca College of Applied Arts & Technology - Certificate in Financial Planning

1750 Finch Avenue East, Toronto, M2J 2X5
www.senecac.on.ca

Program Name:

CIFP CFP® Certification Program, CIFP offered in part-time program

Program Contact:

Charles Purchase
charles.purchase@senecac.on.ca
416.491.5050 ext 4053

 

Education Provider:

Seneca College of Applied Arts & Technology - Diploma in Business Administration

1750 Finch Avenue East, Toronto, M2J 2X5
www.senecacollege.ca

Program Name:

Specific courses within the Diploma in Business Administration - Accounting & Financial Planning qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Jamison Aldcorn, Program Coordinator
jamison.aldcorn@senecac.on.ca
(416) 491-5050 Ext. 6570

 

Education Provider:

Seneca College of Applied Arts & Technology - Diploma in Business Administration

1750 Finch Avenue East, Toronto, M2J 2X5
www.senecacollege.ca

Program Name:

Specific courses within the Diploma in Business Administration - Financial Planning Specialization qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please contact the program contact.

Program Contact:

Peter Wan, Professor/Specialization Leader
peter.wan@senecac.on.ca
416) 491-5050 ext.6762

 

Education Provider:

Sheridan College - Faculty of Business

4180 Duke of York Boulevard, Mississauga, Ontario L5B 0G5
www.sheridancollege.ca

Program Name:

Business Administration-Finance

Program Contact:

Mark Weaver,Coordinator
mark.weaver@sheridancollege.ca
905.845.9430 x 2802

 

Education Provider:

York University - School of Administrative Studies

4700 Keele Street, North York, Toronto, Ontario M3J 1P3


BCom:
http://sas.laps.yorku.ca/bas/specialized-honours-adms/
Certificate:
http://sas.laps.yorku.ca/certificates/financial-planning/

Program Name:

Specific courses within the Bachelor of Commerce, Honours Finance or Professional Certificate in Financial Planning qualify candidates to sit for the FPSC Level 1 Examination in Financial Planning. For more information, please use the institution link.

Program Contact:

Chris Robinson
crobinso@yorku.ca
416.736.2100 Ext. 20097