Advocis Saugeen

Certified Financial Planner (CFP®) education program

Advocis' Certified Financial Planner® (CFP) program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.

The CFP® designation marks financial planners as qualified to practice as professionals. Teaming up with CCH Canadian Ltd., the lead professional publisher of reference material in tax and financial planning, Advocis has redesigned the CFP program to include an online format of program delivery, and has allowed for regular updates on the course content to maintain currency and reliability of information.

What makes Advocis' new CFP® program unique?

Current and relevant course content

The content has been completely rewritten to closely match the FPSC syllabus and eliminate any redundancies – thus, allowing for a higher pass rate on the CFP® examination.

Online course format

Students enjoy maximum flexibility on study options.

Modular course format

Content available in a modular course format to allow CFP® designates and others to obtain subject updates and CE credits at the same time.

Online moderators

Student access to on-line coaches who are not only professionally trained but also practicing CFP® designates.

On-line inquiry forum

An online forum - - is available to students for course related or industry specific inquiries. Students can also fax their inquiries to Advocis and receive a response within 48 hours.

Access to state of industry software products

Each text includes two DVDs.

  • Disc 1 holds oneSource, CCH’s reference library for advisors. The educational version of this extensive electronic research library gives you a wealth of planning information, including the basics of finance, insurance, investment planning, taxation, and estate and retirement planning, allowing you to do key word and phrase searches that direct you to the information you need. Hypertext links guide you through legislation, commentary, government forms, and checklists relevant to your practice or program of study.
  • Disc 2 contains a demo of CCH Canadian’s financial planning software, “FP Solutions™ Advanced”. Users of our texts may qualify for a discounted subscription rate on FP Solutions Advanced.

Mandatory online tests after each module