There are four steps to obtaining the CFP® Designation.
- FPSC-Approved Core Curriculum Program
- FPSC Level 1® Examination in Financial Planning
- FPSC-Approved Capstone Course
- CFP® Examination
Our Core Curriculum is made up of 18 chapters spread over four courses. Each course requires a passing grade on a multiple choice quiz and the completion of any assignments.
BCC students have access to electronic textbooks, case studies, instructional videos and online assignments and quizzes. Support is available through the use of online forums. Assignments and quizzes can be completed at any time online without supervision.
Students may wish to attend Live Instruction classes which are a great way to focus and engage with the materials while benefiting from the expertise of our instructor. Our classroom and webinar students have a great track record of completing the courses and moving onto the next steps on schedule.
A financial calculator is required for the program and our materials will teach to the Texas Instrument TI BAII Plus calculator (around $50).
There are some courses and designations that may allow candidates to skip a course in the BCC Core Curriculum or move directly to the FPSC Level 1® Exam or Capstone Course. If a student has already started their studies with another FPSC-approved provider they may be able to receive credit towards our Core Curriculum. Candidates interested in determining their equivalency should enquire by email, with transcript if possible, to Kelly Brewer (email@example.com).
Qualifications that may give advanced standing can include: Pl. Fin., foreign CFP® credential, PFP, CA, CGA, CMA, CPA, CFA, CLU or FCIA. Lawyers and Quebec notaries may also be able to apply for exemptions from parts of the program. More information can be found on the FPSC website.
Regardless of equivalency all candidates for the CFP® designation are required to complete the CFP® Exam.
If you have any questions or concerns, please call 877-934-5577.