Capstone Course Providers

Candidates are required to successfully complete an FPSC-approved Capstone Course in order to be eligible to write Financial Planning Examination Level 2 (FPE2^TM). The Capstone Course is required in addition to successful completion of an FPSC approved Core Curriculum program.

Following is a list of the FPSC-approved Capstone Courses and the specific institutions through which they are offered.

National Programs

Advocis and CCH Canadian Limited - Combined National Program
Advocis FPSC-approved Capstone Course

Advocis:

390 Queens Quay West, Suite #290
Toronto, Ontario
M4V 3A2
http://www.advocis.ca
Email: info@advocis.ca
Phone: 1.877.773.6765
Fax:  416.444.8031

CCH Canadian Limited :

90 Sheppard Avenue East, Suite 300
Toronto, Ontario
M2N 6X1
http://www.cch.ca
Program Contact: Caroline Cobham Marketing Manager, Education Portfolio - Tax, Accounting & Financial Planning

Email: caroline.cobham@wolterskluwer.com
Phone: 416.228.6170 or 1.800.461.5308 ext 6170
Fax:  416.228.6195

Canadian Institute of Financial Planning (CIFP)
CIFP FPSC-approved Capstone Course

3660 Hurontario Street, Suite #600
Mississauga, Ontario
L5B 3C4
http://www.cifp.ca
Email: cifpmarketing@cifps.ca
Phone: 1.866.635.5526
Fax:  641.723.6457

BRITISH COLUMBIA

BCIT (B.C. Institute of Technology)
Capstone Course for CFP® Certification

3700 Willigdon Avenue
Burnaby, BC
V5G 3H2

http://www.bcit.ca

Program contact:

Mr. Larry Stubbs
larry_stubbs@bcit.ca 
(604) 451-6937

ONTARIO

Conestoga College Institute of Applied Learning and Technology
Financial Planning Capstone/Financial Services Capstone

299 Doon Valley Drive
Kitchener, Ontario
N2G 4M4

http://www.conestogac.on.ca

Program contact:

Ms. Patricia Leicester
pleicester@conestgoac.on.ca
(519) 749-5220

George Brown College - Bachelor of Applied Business (Financial Services)
Advanced Personal Financial Planning Course

290 Adelaide Street East
Toronto Ontario
M5T 2T9

http://www.georgebrown.ca/

Program contact:
Ms. Elizabeth Speers, Academic Director
espeers@georgebrown.ca
416.451-5000 ext 2854

George Brown College - Continuing Education
Capstone - Advanced Personal Financial Planning Course

200 King Street East
Toronto Ontario
M5T 2T9

http://www.georgebrown.ca/

Program contact:
Mr. Munir Noormohamed, Chair of Business & Graphics
mnoormoh@georgebrown.ca
416.451-5000 ext 2524

Humber Institute of Technology and Advanced Learning
Certified Financial Planner Capstone Course

3199 Lakeshore Blvd. West
Toronto Ontario
M8V 1K8

http://www.humber.ca

Program contact:
Mr. Richard Kingston, Program Coordinator
richard.kingston@humber.ca
416.675.6622 ext 3227

Lakehead University
Topics in Finance

955 Oliver Road
Thunder Bay, Ontario
P7B 5E1

http://business.lakeheadu.ca/

Program contact:
Dr. Bahram Dadgostar, Dean
bahram.dadgostar@lakeheadu.ca
(807) 343-8410

Ryerson University
Advanced Personal Financial Planning (FIN 812 and CFIN 812)

350 Victoria Street
Toronto Ontario
M5B 2K3

http://www.ryerson.ca

Program contact:
Ms. Coleen Clark, Assistant Professor
coclark@ryerson.ca
416.979.5000 ext 7563