how to become a certified financial planner in canada?
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To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam and demonstrate three years of qualifying work experience. To maintain certification, CFP professionals must keep their knowledge and skills current by completing 25 hours of continuing education each year.
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Ontario college financial planning and financial services programs require an Ontario Secondary School Diploma (OSSD) or equivalent. Grade 12 English and Math credits will also be required. Computer skills, such as word processing and spreadsheet analysis, are seen as beneficial.
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General Financial Planning and Financial Services Program Requirements. Ontario college financial planning and financial services programs require an Ontario Secondary School Diploma (OSSD) or equivalent. Grade 12 English and Math credits will also be required.
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['Certified Financial Planner (CFP)', 'Personal Financial Specialist (PFS)', 'Chartered Financial Analyst (CFA)', 'Chartered Financial Consultant (ChFC)', 'Chartered Investment Counselor (CIC)']
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['CFA (Chartered Financial Analyst)', 'CA (Chartered Accountants)', 'CS (Company Secretary)', 'CMA (Cost & Management Accountant)', 'MBA.', 'LLB (3 years)', 'MA (any special subject like Economics etc)', 'Diploma in Taxation Laws (DTL)']
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Hold a bachelor's degree from an accredited institution or have equivalent education or work experience. Pass Level I of the CFA Program exam or pass the self-administered Standards of Practice Examination. Have 48 months of acceptable professional work experience in investment decision making.
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['Must be at Least 18 Years of Age. ... ', 'Register for 168 Hours of Required Education. ... ', 'Fingerprinting and Background Check. ... ', 'Complete Your Required Education. ... ', 'Register For and Take the Broker Licensing Exam. ... ', 'Find a Sponsoring Broker.']
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['Become certified as an IA by passing either the Series 65 exam by itself, or the Series 7 exam along with the Series 66.', 'Choose a Custodian. ... ', 'Establish a Limited Liability Corporation. ... ', 'Establish an investment adviser registration depository (IARD) user account. ... ', 'Find a custodian. ... ', 'Complete Form ADV.']
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['Enroll in the CFA Program and register for an exam. ... ', 'Pass the Level I exam, which is offered in June or December.', 'Pass the Level II exam, which is only offered only in June.', 'Pass the Level III exam, which offered only in June.', 'Have four years of professional work experience in the investment decision-making process.']
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Typically, the program takes 2-3 years to complete. In order to enrol onto the CFP Certification Program you must have 12 months' minimum relevant industry experience or have completed a higher education program approved by the Financial Adviser Standard and Ethics Authority (FASEA).
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Earn Certification The certified financial planner designation requires candidates to pass the Certified Financial Planner Board of Standards (CFP Board) exam, agree to a code of ethics, and document at least three years of work experience. The exam takes about six hours to complete.
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Candidates for CFP certification can complete their education requirement through three specialist education courses (investment planning; retirement and tax planning; and risk and estate planning) and a financial planning capstone course.
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['You can apply online on the Service Canada website. Applying online happens in two steps. First, you must complete and submit your online application. ... ', 'You can print and complete the CPP retirement pension application Form ISP1000 and mail it to Service Canada.']
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Certification Program. CERTIFIED FINANCIAL PLANNER certification is the only globally recognized symbol of excellence for financial planning. ... (FPSB) and its network of affiliate organizations administer, or are preparing to administer, the CFP certification program globally in 27 countries and territories.
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['Step 1 - Language skills. The Real Estate Council of British Columbia determined that English is the language used for real estate documents, education and communication in BC. ... ', 'Step 2 - Education. There are two courses you need to take to become licensed. ... ', 'Step 3 - Licensing. ... ', 'Step 4 - Join a real estate board.']
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['Complete a Bachelor of Business (Financial Planning). ... ', 'Apply to work for financial advisory companies that hold an Australian Financial Services License (AFSL) from ASIC.', 'Gain certification with a recognised organisation such as the Financial Planning Association of Australia (FPA).']
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Stockbrokers in Canada have at least a bachelor's degree, often in business, finance, or economics. A strong educational background is vital to success in the financial industry, as employers will only consider candidates that have had graduated from formal post-secondary programs.