How do I access the IPE and PEP?

Professional Ethics (IPE)

Offered by the FP Canada Institute™, the IPE course equips students with the requisite foundational knowledge of the ethical obligations owed by all professionals, and the specific application of these obligations to financial planning practice.

IPE teaches students the distinction between integrity-based professional obligations and compliance-based obligations, with emphasis on the financial services landscape.

The course introduces the specific professional obligations of QAFP™ professionals and CFP® professionals, why they matter and what they mean in practical terms.

How do I access it?

This course will be purchased and accessed through your FP Canada account.

Please reach out to FP Canada directly for assistance at [email protected].

Professional Education Program (PEP)

The CFP Professional Education Program teaches students how to apply learning achieved through their Core and Advanced Curriculum programs to the practice of financial planning.

While the technical content learned in Core and Advanced Curriculum courses is essential, it is critical for financial planners to focus on the holistic nature of people’s lives, develop behavioural and relationship skills to effectively connect with clients, and above all, to always act in the client’s best interest maintaining the highest standards of professional responsibility.

The CFP Professional Education Program uses real-world case scenarios to develop a deep understanding of, and competence in Holistic Financial Planning, Human Behaviour and Honesty and Ethics (3H) to help financial planners see their clients’ entire financial picture, no matter how complex.

How do I access it?

The QAFP and the CFP Professional Education Programs are purchased and available through your FP Canada account.

Please take a look at this link for the QAFP Professional Education Program, or this link for the CFP Professional Education Program.