Education Opportunities for Licensed Financial Advisors
Upgrade your skills
Education Opportunities
Summits and IFB Events
IFB holds Educational Summits twice a year in Toronto, Calgary, and Vancouver, as well as regional CE events in other locations such as Ottawa, Winnipeg, and Saskatoon. These one and two day events allow members and other financial professionals to earn CE credits at high quality, low cost events, while also providing valuable networking opportunities. To find out more about IFB Summits and IFB Educational events, click here.
Courses leading to the Certified Financial Planner® designation
IFB Members can enjoy a 10% discount on FP Canada education bundles, leading to the CFP® and QAFP® designations.
Find out more by contact us at 905-279-2727 or emailing general@ifbc.ca!
Effective September 28, 2024, the CIFP Core Curriculum and Advanced Curriculum Program for QAFP certification and CFP certification will no longer fulfil the technical education requirements on the path to QAFP certification and CFP certification.
For those that are currently pursuing courses leading to the CFP(r) designation through CIFP, or who have completed some but not all of these courses, please refer to the FP Canada website for information on how to complete or continue your CFP education.
IFB Members save 25% on CIFP Registered Retirement Consultant Program
The CIFP Registered Retirement Consultant Program will equip advisors with the comprehensive knowledge they need to discuss retirement concepts and strategies with their clients. Upon completion of this course, the advisor will earn the license to use the prestigious Registered Retirement Consultant® (RRC®) title.
Mutual Fund Courses
IFB has partnered with the IFSE Institute to provide investment and mutual fund courses to IFB members at a discount. You can choose from the following:
Canadian Investment Funds Course (CIFC) (English or French)
Mutual Fund Dealer Compliance (MFDC)
Exempt Market Products (EMP) (English or French)
90-Day Training Program for Mutual Fund Dealing Representatives
Branch Managers’ Examination Course (BM) (English or French)
Canadian Investment Funds Operations Course (CIFOC)
Officers’, Partners’ & Directors’ (OPD)
Labour Sponsored Investment Funds (LSIF)
To register and take advantage of these savings, send a message to IFB requesting a username and password in order to register online at www.ifse.ca.
Knowledge Bureau Personal Pension Plan Course
IFB members can save $100 on the Personal Pension Plan course offered through the Knowledge Bureau.
IFB Members have access to discounts on the Certified Executor Advisor (CEA) designation program, now only $1,295 after a $200 discount. That’s a savings of over 10% off the regular cost of enrollment!
Other Education for Financial Professionals
There are a range of alternative programs for you to upgrade your knowledge of Life Insurance, Accident & Sickness Insurance, and Investments, and at the same time gain credits for continuing your education.
Information for each of the following formal training programs is listed in its respective website and programs are administered by their respective provider. As such, any inquiries should be directed to the provider of the program as they are not affiliated with IFB.
