Advocis Transition Students

If you have successfully completed one or more of the Advocis FP241-244 courses within the last 4 years, and are planning to pursue a CFP, CLU or QAFP designation, additional modules may be required to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Please select your level of completion for additional guidance:

If you have passed one (1) of the Advocis FP241-244 courses, please select the passed course below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

If you have passed two (2) of the Advocis FP241-244 courses, please select the combination of passed courses below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Financial Planning Foundations + Taxation & Investment Planning

913 - Credit & Debt
914 - Registered Retirement Plans*
915 - Government Benefit Plans
920 - Law*
921 - Insurance*
922 - Human Behaviour

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.
Financial Planning Foundations + Retirement Income Planning

913 - Credit & Debt
918 - Investments*
919 - Taxation
920 - Law*
921 - Insurance*
922 - Human Behaviour

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.
Financial Planning Foundations + Insurance & Estate Planning

913 - Credit & Debt
914 - Registered Retirement Plans*
915 - Government Benefit Plans
918 - Investments*
919 - Taxation
922 - Human Behaviour

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.

If you have passed three (3) of the Advocis FP241-244 courses, please select the combination of passed courses below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Financial Planning Foundations + Taxation & Investment Planning + Retirement Income Planning

913 - Credit & Debt
920 - Law*
921 - Insurance*
922 - Human Behaviour*

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.
Taxation & Investment Planning + Retirement Income Planning + Insurance & Estate Planning

911 - Financial Planning Profession & Financial Services Industry Regulation
912 - Financial Analysis
913 - Credit & Debt
915 - Government Benefit Plans
916 - Registered Education & Disability Plans
917 - Economics
922 - Human Behaviour

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.
Financial Planning Foundations + Retirement Income Planning + Insurance & Estate Planning

913 - Credit & Debt
918 - Investments*
919 - Taxation
922 - Human Behaviour

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.

If you have passed four (4) of the Advocis FP241-244 courses, please review the following courses and resources recommended by Advocis.

Financial Planning Foundations, Taxation & Investment Planning, Retirement Income Planning + Insurance & Estate Planning

923 - The Advocis Advanced Curriculum Program for CFP Certification
924 - The Advocis Transition Bundle (913 - Credit & Debt and 922 - Human Behaviour)

Please note: Neither 923 nor 924 are required by FP Canada, but are recommended by Advocis for the purpose of exam preparation.
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