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
Through a partnership with the Canadian Institute of Financial Planning (CIFP), IFB members can take CFP® courses, and work toward the CFP® designation at preferred IFB member rates! In order to take advantage of these special prices, send a message to IFB indicating that you would like to enroll in a CFP® course. Once your membership is verified, you will receive instructions on how to complete your application online.
Please note: CIFP does not award the CFP® and Certified Financial Planner® designation. The right to use the mark CFP® and the Certified Financial Planner® designation is granted under license by FPSC to those persons who have met its educational standards, passed the FPSC exam, satisfied a work experience requirement, and agreed to abide by FPSC Code of Ethics. For more information on courses, follow the link below.
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.
