CIFP is pleased to announce that we are offering on-line proctored examinations.

Money for Life retirement planning education series (CE courses)

Sun Life Financial has partnered with the CIFP to offer you a continuing education (CE) series to boost your retirement planning know-how.

Register now to access these courses or login using your CIFP password.

Email address:

Please remember that passwords are case-sensitive and can only contain alpha-numeric characters.

Forgot your password? click here.

The courses offer detailed insight on:
  • the realities and issues facing today's retirees and those nearing retirement,
  • how to help clients better prepare for and enjoy this multi-faceted life stage, and
  • how planning-focused—versus product-focused—conversations lead to long-term relationships, multiple product sales and client referrals.
These robust courses qualify for 5 to 8 CE credits each*. When you successfully complete all three courses, the CE credits earned can be applied to 6 of the 17 units required to complete your Registered Retirement Consultant (RRC®) and/or Certified Financial Planner (CFP®) designation CE requirements.
  • Course 1: Introduction to retirement planning and the accumulation phase
  • Course 2: Retirement and post-retirement planning
  • Course 3: Introduction to estate planning (coming soon)
For more information on these courses, please contact CIFP Customer Service at 1-866-635-5526.

*These course are currently pending approval for FPSC, IQPF, CSF, AIC, IIROC and IAFE credits.

CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo (with flame) are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

Copyright © 2002-2022 All rights reserved.

The Canadian Institute of Financial Planning (CIFP)
390 Brant Street, Suite 501, Burlington, ON L7R 4J4

Powered by

CP6 () - 10/5/2022 10:21:41 AM