Education Providers
Following is a list of the locations where FPSC accredited educational programs are offered. Successful completion of one of these programs qualifies individuals to sit the CFP Examination
offered twice yearly in June and November. All are certificate,
diploma or degree programs that
cover the CFP
Examination Blueprint offered by reputable institutions
through either in-class or distance learning courses.
To see all the requirements of CFP certification, visit Path to CFP.
Information on courses leading to the CFP Examination can
be obtained by contacting the following institutions:
Advocis/CCH Canadian Limited
CFP Education Program
Advocis
390 Queens Quay West, Suite 290
Toronto, ON M4V 3A2
1.877.773.6765
416.444.8031
 info@advocis.ca
www.advocis.ca
CCH Canadian Limited
300-90 Sheppard Avenue East
Toronto, ON M2N 6X1
416.228.6170
1.800.461.4308 x6170
416.224.0670
fburns@cch.ca
www.cch.ca
Canadian Institute of
Financial Planning
The Certified Financial Planner Program
3660 Hurontario Street, 8th Floor
Mississauga, ON L5B 3C4
1.888.865.2437
ifse@ifse.ca
www.ifse.ca
Canadian Securities Institute
Canadian Securities Course and Professional Financial Planning Course
OR
Canadian Securities Course and Wealth Management Essentials (WME) plus Wealth Management Essentials – Financial Planning Supplement
200 Wellington St. West
15th Floor
Toronto, ON M5V 3G2
416.364.9130
1.866.866.2601
416.359.0486
1.866.866.2660
customer_support@csi.ca
www.csi.ca
Institute of Canadian Bankers
Financial Planning Program and the ICB financial planning diagnostic component
1002 Sherbrooke Street West
10th Floor
Montreal, QC H3A 3M5
1.800.361.7339
icb.info@thomson.com
www.icb.org
Grant MacEwan College
The Certified Financial Planner Program, CIFP
Attn: Lori Melnychuk/Wendy Muscroft
10700-104th Avenue
Edmonton, AB T5J 4S2
780.497.4600
780.497.5209
ptbusiness@macewan.ca
www.macewan.ca
Lakeland College
The Certified Financial Planner Program, CIFP
Attn: Kevin Willoughby
5705-47 Avenue West
Vermillion, AB T9X 1K5
780.871.5777
780.853.8718
Kevin.Willoughby@lakelandc.ab.ca
www.lakelandc.ab.ca
Medicine Hat College
The Certified Financial Planner Program, CIFP
Attn: Larry Bull
299 College Drive
Medicine Hat, AB T1A 7E8
403.529.3989
403.504.3516
lbull@mhc.ab.ca
www.mhc.ab.ca
Mount Royal College
The Certified Financial Planner Program, CIFP offered
in full-time program at Bissett School of Business,
Bachelor of Applied Financial Services Program
Attn: William Mitchell
4825 Mount Royal Gate S.W.
Calgary, AB T3E 6K6
403.440.6037
403.440.5909
wmitchell@mtroyal.ca
www.mtroyal.ca
Mount Royal College
The Certified Financial Planner Program, CIFP offered in part-time program in Faculty of Continuing Education & Extension
Attn: Wendy McLeod
4825 Mount Royal Gate S.W.
Calgary, AB T3E 6K6
403.440.7064
403.440.6670
wmcleod@mtroyal.ab.ca
conted.mtroyal.ca
Northern Alberta Institute of Technology (NAIT)
CFP Education Program, Advocis/CCH Canadian Limited offered in
Part-Time, Continuing Education Business - CFP Program
Attn: Linda Hoffman
11762-106 Street
Edmonton, AB T5G 2R1
780.471.7836
lindah@nait.ab.ca
www.nait.ab.ca
Northern Alberta Institute of Technology (NAIT)
CFP Education Program, Advocis/CCH Canadian Limited offered in
Full-Time, Finance Program
Attn: Cecilia Rodriguez-Hurabielle
Program Chair, Business Programming
Continuing Education Department
11762-106 Street
Edmonton, AB T5G 2R1
780.471.7845
ceciliar@nait.ca
www.nait.ab.ca
Southern Alberta Institute of Technology (SAIT)
Financial Planning Certificate
Attn: Terri Burley
Academic Coordinator — Financial Services Program
1301 16th Avenue NW
Calgary, AB T2M 0L4
403.210.5815
403.284.7086
terri.burley@sait.ca
Southern Alberta Institute of Technology (SAIT)
Business Administration Diploma - Financial Services Major
Attn: Terri Burley
Academic Coordinator — Financial Services Program
1301 16th Avenue NW
Calgary, AB T2M 0L4
403.210.5815
403.284.7086
terri.burley@sait.ca
University of Calgary
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Alison Toms
Programs Director
2500 University Drive NW
Calgary, AB T2N 1N4
403.220.4107
business.conted@ucalgary.ca
business.conted@ucalgary.ca
www.cted.ucalgar.ca/professionaldesignations/programs/financial
| British Columbia Programs |
Ashton College
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Jane Chang
Director of Student Admission
1190 Melville Street
Vancouver, BC V6E 3W1
604.899.0803
604.899.0830
ptstudies@ashtoncollege.com
www.ashtoncollege.com/part_time_studies/ certified_financial_planner.htm
B.C. Institute of Technology
Associate Certificate in Financial Planning
Financial Management Technology
Attn: Larry Stubbs, CFP
Program Head, Financial Planning Option
3700 Willingdon Avenue
Burnaby, BC V5G 3H2
604.451.6937
604.439.6700
larry_stubbs@bcit.ca
www.bcit.ca
B.C. Institute of Technology
Diploma of Technology — Financial Planning Option
Financial Management Technology
Attn: Larry Stubbs, CFP
Program Head, Financial Planning Option
3700 Willingdon Avenue
Burnaby, BC V5G 3H2
604.451.6937
604.439.6700
larry_stubbs@bcit.ca
www.bcit.ca
Okanagan University-College
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Shelley Johnson
1000 K.L.O Rd.
Kelowna, BC V1Y 4X8
250.762.5445 x. 4446
250.862.5432
sjohnson@ouc.bc.ca
www.ouc.bc.ca
Trinity Western University
B.B.A. in finance, specialization in financial planning
Attn: Brian R. Korb
Assistant Professor of Finance
School of Business
7600 Glover Road,
Langley, BC V2Y 1Y1
604.888.7511 x3396
604.513.2061
brian.korb@twu.ca
www.twu.ca
University of Victoria
CFP Education Program, Advocis/CCH Canadian Limited offered in
Business, Management & Technology Programs, Division of Continuing Education
ATT: Pat Webster
PO Box 1700 STN CSC
Victoria, BC V8W 2Y2
250.721.8073
250.721.6495
bus&mgt@uvcs.uvic.ca
www.uvcs.uvic.ca/busman/courses.cfm#cfp
Red River College
The Certified Financial Planner Program, CIFP
Attn: Rose-Ann Jost
2055 Notre Dame Avenue
Winnipeg, MB R3H 0J9
204.632.2998
204.697.9673
rjost@rrc.mb.ca
www.rrc.mb.ca
University of Manitoba
Bachelor of Commerce, Finance Major
Attn: David Stangeland
Head, Department of Accounting & Finance
Asper School of Business
652 Drake Centre
Winnipeg, Manitoba R3T 2N2
204.474.6477
stangel@ms.umanitoba.ca
www.umanitoba.ca/calendar
New Brunswick Community College
The Certified Financial Planner Program, CIFP
Attn: Serge Benoit
505 College Street
Dieppe, NB E1A 6X2
506.869.6149
506.856.3202
serge.benoit@gnb.ca
www.nbcc.ca
Algonquin College
CFP Education Program, Advocis/CCH Canadian limited offered in
Full-time Business Administration: Finance Program
Attn: Carmine Fabiilli
Coordinator Finance, Woodroffe Campus
1385 Woodroffe Avenue
Ottawa, ON K2G 1V8
613.727.4723 x 5258
fabiilc@algonquincollege.com
Canadore College
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Patricia Jackson
100 College Drive
Box 5001
North Bay, ON P1B 8K9
705.474.7600 x 5604
patricia.Jackson@canadorec.on.ca
www.canadorec.on.ca
Centennial College
CFP Education Program, Advocis/CCH Canadian Limited offered in Continuing Education Department
Attn: Louise Bois
Program Officer, Accounting
941 Progress Avenue, Room C2-02
Toronto (Scarborough), ON M1K 5E9
416.289.5000 x 2558
lbois@centennialcollege.ca
www.centennialcollege.ca/continuing_education
Centennial College
The Certified Financial Planner Program, CIFP offered in
Financial Services Program
Attn: Harvey Willows
P.O. Box 631, Station A
Toronto (Scarborough), ON M1K 5E9
416.289.5000 ext. 2030
416.431.2597
hwillows@centennialcollege.ca
www.centennialcollege.ca
Conestoga College Institute of Technology and Advanced Learning
Diploma, CSI courses offered in Business Administration Diploma - Financial Planning
Attn: Pat Leicester, CFP, Program Coordinator
299 Doon Valley Dr.
Kitchener, Ont. N2G 4M4
519.748.5220 X 3720
pleicester@conestogac.on.ca
www.conestogac.on.ca
Fanshawe College of Applied Arts & Technology
Diploma, Financial Planning Services
Attn: Ian Skaith
Coordinator/Professor, Financial Planning Services Program
1460 Oxford Street East, PO Box 7005
London, ON N5Y 5R6
519.452.4430 ext.4396
519.659.9522
iskaith@fanshawec.ca
www.fanshawec.ca
George Brown College
Certificate in Financial Planning
Attn: Munir Noormohamed
Business Coordinator, Continuous Education
200 King Street East
P.O. Box 1015, Station B
Toronto, ON M5T 2T9
416.415.5000 ext.2164
416.415.2757
mnoormoh@gbrownc.on.ca
www.gbrownc.on.ca
George Brown College
Diploma, Financial Planning
Attn: Elizabeth Speers
Chair, Centre for Financial Services Education
290 Adelaide Street East
Toronto, ON M5T 2T9
416.415.5000 ext.2854
416.415.4249
espeers@gbrownc.on.ca
www.gbrownc.on.ca
George Brown College
Financial Planning- Post Diploma Program
Attn: Elizabeth Speers
Chair, Centre for Financial Services Education
290 Adelaide Street East
Toronto, ON M5T 2T9
416.415.5000 ext.2854
416.415.4249
espeers@gbrownc.on.ca
www.gbrownc.on.ca
George Brown College
Bachelor of Applied Business,
Financial Services
Attn: Elizabeth Speers
Chair, Centre for Financial Services Education
290 Adelaide Street East
Toronto, ON M5T 2T9
416.415.5000 ext.2854
416.415.4249
espeers@gbrownc.on.ca
www.gbrownc.on.ca
Georgian College
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Heather Ummels
One Georgian Drive
Box 5001
Barrie, ON L4M 3X9
705.728.1968 x1844
705.722.5123
hummels@georgianc.on.ca
www.georgianc.on.ca
Humber College
The Certified Financial Planner Program, CIFP
Attn: Wanda Buote
205 Humber College Blvd
Etobicoke, ON M9W 5L7
416.675.6622
416.675.9528
wanda.buote@humber.ca
www.humber.ca
Lakehead University
Bachelor of Commerce Finance Major
Ken Hartviksen
Professor of Finance
955 Oliver Road
Thunder Bay, Ontario P7B 5E1
807.343.8497
807.343.8443
ken.hartviksen@lakeheadu.ca
Laurentian University
CISRO Financial Planning Program
Attn: Dr. Tov Assogbavi
Executive Director
Ramsey Lake Road
Sudbury, Ontario P3E 2C6
705.675.1151 ext.2144
705.673.6518
tovassog@nickel.laurentian.ca
www.cisro.com
Laurentian University
Certificat en Planification Financière
School of Commerce and Administration
Attn: Yves Robichaud
Ramsey Lake Road
Sudbury, Ontario P3E 2C6
705.675.1151 ext.2145
yrobichaud@laurentienne.ca
www.laurentian.ca/commerce/francais
Mohawk College of Applied Arts & Technology
Continuing Education, Business & Human Services
Financial Planning Certificate Program
Attn: Dennis Cheredar, Program Manager
135 Fennell Avenue West
P.O. Box 2034
Hamilton, ON L8N 3T2
905.575.2256 (press 4)
905.249.8144
dennis-m.cheredar@mohawkcollege.ca
cecat.mohawkcollege.ca
Inquiries regarding CE functions (e.g. registration, grades, certificates) can be directed to:
Gert Dolson
905.575.2358
gertrude.dolson@mohawkcollege.ca
Ryerson University
Bachelor of Commerce, School of Business Management, Major in Finance
Attn: Coleen Clark
Coordinator, CFP Program
350 Victoria Street
Toronto, ON M5B 2K3
416.979.5000 x 7563
416.979.5266
colclark@ryerson.ca
www.ryerson.ca
Ryerson University
Continuing Education - Certificate in Financial Planning
Attn: Coleen Clark
Coordinator, Certificate in Financial Planning
Kate Sutton for Certificate Applications
350 Victoria Street
Toronto, ON M5B 2K3
416.979.5310
416.979.5277
ksutton@ryerson.ca
www.ryerson.ca/ce
Seneca College of Applied
Arts & Technology
Business Administration Diploma - Financial Planning Specialization
Attn: Peter Wan, Professor, Specialization Leader
1750 Finch Avenue East
Toronto, ON M2J 2X5
416.491.5050 ext.6762
peter.wan@senecac.on.ca
www.senecac.on.ca
Seneca College of Applied
Arts & Technology
The Certified Financial Planner Program, CIFP offered in
Part-Time Program
Attn: Charles Purchase
1750 Finch Avenue East
Toronto, ON M2J 2X5
416.491.5050 ext 4053
charles.purchase@senecac.on.ca
www.senecac.on.ca
Seneca College of Applied
Arts & Technology
Bachelor of Applied Business - Financial Services Management
Attn: David Hoffman, Program Co-ordinator
1750 Finch Avenue East
Toronto, ON M2J 2X5
416.491.5050 ext 6353
david.hoffman@senecac.on.ca
www.senecac.on.ca/fulltime/FSM.html
Sheridan College
CFP Education Program, Advocis/CCH Canadian Limited offered in
Sheridan Institute of Technology & Advanced Learning
(Under-Graduate and Post-Graduate Studies)
Attn: Attn: Henry Katz, CFP, R.F.P., Professor
Program Coordinator, Finance Programs
1430 Trafalgar Road
Oakville, ON L6H 2L1
905.459.7533
905.845.9430 x 2859
henry.katz@sheridanc.on.ca
www.1.sheridanc.on.ca/programs/0405/sb/pfinp/
Wilfrid Laurier University
Diploma in Financial Planning
School of Business and Economics
75 University Avenue West
Waterloo, ON N2L 3C5
519.884.0710 ext. 2561
bsmith@wlu.ca
www.wlu.ca
Wilfrid Laurier University
BBA Honours Degree with Specialization in Financial Planning
School of Business and Economics
75 University Avenue West
Waterloo, ON N2L 3C5
519.884.0710 ext. 2561
bsmith@wlu.ca
www.wlu.ca
York University
Atkinson School of Administrative Studies Bachelor of Administrative Studies, Honours Finance
Attn: Chris Robinson, Associate Professor of Finance and Area Coodinator
4700 Keele Street
North York, ON M3J 1P3
416.736.2100 x20097
crobinso@yorku.ca
www.yorku.ca/akevents/academic/SAS/finance/programs/
| Prince Edward Island Program |
Holland College
CFP Education Program, Advocis/CCH Canadian Limited
Attn: Debbie King
140 Weymouth Street
Charlottetown, PE C1A 4Z1
902.566.9657
dking@ccgw.cc.hollandc.pe.ca
www.hollandc.pe.ca
Université Laval
Diploma in Personal Financial Planning
Continuing Education
Pav. J.-A.-DeSeve, local 1170
uébec City, QC G1K 7P4
1.877.785.2825 ext.3202
418.656.3202
418.656.3192
dpfp@dgfc.ulaval.ca
www.ulaval.ca/dgfc
University of Québec - Montreal
Certificat en Planification Financiere
Attn: Lassana Maguiraga
Coordonnatrice et adjointe
Ecole des sciences de la gestion
Direction des etudes
C.P. 8888, succ. Centre-Ville
Montreal, QC H3C 3P8
514.987.3000 x 4065
514.987.4655
maguiraga.lassana@uqam.ca
www.uquebec.ca
University of Québec - Trois Rivieres
Attn: Denis Morissette
819.376.5080 x 3156
denis.morissette@uqtr.uquebec.ca
University of Québec - Chicoutimi
Attn: André Boivin
418.545.5011 x 5236
aboivin@uqac.uquebec.ca
University of Québec - Abitibi
Attn: Claude Goulet
819.762.0971 x 2292
claude.goulet@uqat.ca
University of Québec - Rimouski
Attn: Fernando Ouellet
418.724.1546
dir_modecogest@uqar.qc.ca
University of Québec - Hull
Attn: Madeleine Lussier
819.773.1820
Madeleine.lussier@uqah.uquebec.ca
University of Québec - Tele-University
Attn: Marcel Legros
1.888.843.4333
marcel.legros@teluq.uquebec.ca
SIAST Palliser Campus
The Certified Financial Planner Program, CIFP
Attn: Don McPherson
600 Saskatchewan Street West
Moose Jaw, Saskatchewan S6H 4R4
306.694.3260
306.692.6774
418.656.3192
mcpherson@siast.sk.ca
www.siast.sk.ca/palliser
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