Question about financial services qualifications
#1
Thread Starter
Just Joined
Joined: Jan 2012
Posts: 1

Hi there, I've just joined. I also have financial services qualifications (CeMAP, AdvCeMAP, CeFA.... - equivalent of FPC, etc). My understanding is that you'd have to sit / start again by taking the Canadian equivalents. Also, again from what I can gather, these sorts of occupations (mortgage adviser, financial adviser and similar) don't appear to be on the priority list. I suppose, as far as I can see, the only options appear to be a job offer (paid as opposed to commission-only) or entry via Quebec.
Last edited by Sue; Jan 29th 2012 at 6:38 am. Reason: Moved to new thread
#2










Joined: Sep 2008
Posts: 12,830











Hi there, I've just joined. I also have financial services qualifications (CeMAP, AdvCeMAP, CeFA.... - equivalent of FPC, etc). My understanding is that you'd have to sit / start again by taking the Canadian equivalents. Also, again from what I can gather, these sorts of occupations (mortgage adviser, financial adviser and similar) don't appear to be on the priority list. I suppose, as far as I can see, the only options appear to be a job offer (paid as opposed to commission-only) or entry via Quebec.


Might be worth a trip to Canada to meet a few people, if there is a trade fair or conference, that would be a great place to meet lots of people. You never know unless you try.
You may be able to sit the exams as a visitor or come on a study permit. There may be a distance ed course you could take from the UK and sit the exam in Canada. All worth looking into.
You should also start your own thread for a new topic. You would likely get more responses and does not hijack another thread.
God luck with your adventure to Canada.
#3
Banned










Joined: Apr 2009
Posts: 19,878
From: SW Ontario











http://www.cicic.ca/684/Financial_Pl...nada?prof=1114
http://www.fpsb.org/component/conten...article&id=416 direction for FP across borders.
Education Requirement None. Overseas CFP professionals considered to meet FPSC's "Approved Prior Credential" policy, and may proceed to the Capstone Course and Level 2 (FPE2) Exam.
http://www.cifp.ca/Desktop/English/G...toneCourse.asp
http://www.fpsb.org/component/conten...article&id=416 direction for FP across borders.
Education Requirement None. Overseas CFP professionals considered to meet FPSC's "Approved Prior Credential" policy, and may proceed to the Capstone Course and Level 2 (FPE2) Exam.
http://www.cifp.ca/Desktop/English/G...toneCourse.asp




