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Certified Financial Planner (CFP®) Exam Preparation

 

The Certified Financial Planner (CFP®) designation is the most widely recognized financial planning designation in Canada.1

The University of Toronto, School of Continuing Studies preparation course will provide you with the tools to successfully write the FPSC Level I Examination – and jump-start your career.
– Michael Hlinka, Instructor – Passing the CFA Examinations at University of Toronto, School of Continuing Studies

Continue your journey to Financial Planning Excellence

The Certified Financial Planner (CFP®) designation is a globally recognized, voluntary credential which provides assurance that financial planners are equipped with the specialized knowledge, professional experience, ethics and up-to-date industry standards required to effectively advise clients on comprehensive and complex financial matters.

In Canada, the CFP® is regulated by the Financial Planning Standards Council (FPSC)2 . In order to earn the designation, candidates must pursue approved education, demonstrate mastery of the Financial Planning Body of Knowledge (FB-BoK), adhere to codes of ethics and conduct, and regularly pursue education in financial planning.


  1. According to the Financial Planning Standards Council (FPSC) https://issuu.com/fpsc/docs/passport
  2. The Financial Planning Standards Council is the regulating body in Canada. Designation holders are approved to practice within the country where their designation was earned.

 

There are several pathways to the Certified Financial Planner designation depending on your previous education and experience. Below, you will find a general pathway, but we advise visiting the Financial Planning Standards Council’s Financial Planning Standards Council’s website to determine which option is most suitable.

In order to earn the CFP® candidates must:

  • Complete an FPSC Approved Core Curriculum Program *
  • Pass the FPSC Level I examination – Link to our test prep
  • Maintain FPSC Level I certification
  • Complete an FPSC Approved Capstone course
  • Pass the CFP® examination
  • Complete three years of qualifying financial planning work experience
  • Apply for the CFP® designation

 

* The following may be exempt from the core curriculum: PFP, CA, CGA, CMA, CPA, CFA, CLU, Fellow of the Canadian Institute of Actuaries (FCIA), Lawyers, Quebec Notaries.

 

We have designed a course that starts months in advance of the actual Examination, provides audio lessons, comprehensive notes and a series of Tests throughout the course – so that you can monitor your progress, improving your chances of success when you write the FPSC Level I Examination..
– Michael Hlinka, Instructor – Passing the CFA Examinations, University of Toronto, School of Continuing Studies

In this course, you’ll work with an industry expert who will provide the tools and guidance you need for success. You’ll focus your attention on the areas of the FP-BoK most likely to appear on the exam, assess your knowledge proficiency through subject specific practice tests, and apply proven study and test taking strategies. You’ll complete your experience by taking a timed, practice Level I exam and receive feedback on your performance.

Learning Objectives

  • A thorough understanding of the Financial Planning Body of Knowledge (FP-BoK) and material tested.
  • A regular study regimen that will assist in your comprehension of the tested material.
  • Familiarity and a level of comfort with the exam structure, questions and timing.
  • Confidence in your ability to approach the exam in the most effective manner.

 

 

Dear CFP® Candidates,

After nearly a decade in the financial services industry, I am thrilled to be able to help those forging their way into the industry today. A lot has changed since 2009 when I sat for the examination to become a Certified Financial Planner. Other things have not changed as the exams remain as challenging as ever.

In the hope of bettering the learning process for others, I have joined an incredible learning team at University of Toronto’s School of Continuing Studies to develop a one-stop shop for those seeking both course content and assistance in preparing for the FSPC Level I Examination.

Applying the template used for more than a decade in the Passing the CFA Examination preparation course, you will begin covering material months before the actual exam. In addition to 39 in-class hours, you will have audio lessons available on a weekly basis. There are four rigorous tests throughout the course and a four hour final Mock Exam weeks before your actual FSPC Examination, providing you with ample time for review.

Sincerely,
Ryan Goldsman, CFP®

Ryan Goldsman, CFP®

With over a decade of experience in the Canadian financial sector, Ryan Goldsman, possesses a passion for sharing his financial planning and investing expertise. His career in finance began in 2006, at TD Bank Financial Group, and progressed over the years to include positions at Empire Life, BMO Financial Planning, and Desjardins. He currently instructs a Certified Financial Planner Exam Prep course at the University of Toronto’s School of Continuing Studies and is a professor at George Brown College School of Accounting and Finance, where he instructs courses in investments, taxation and financial planning. Ryan holds a college degree in Commerce from Dawson College and the Certified Financial Planner (CFP®) designation.