Resources

Everything you need for your certification journey

Help Centre

Get answers to common questions.

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Contact Support

Email our certification team.

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Downloads

All forms and templates.

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Getting Started

CFC Certification Guide

Complete guide to becoming a Certified Financial Counsellor

PDF

Program Requirements

Detailed requirements for certification eligibility

Web

Study Materials

Ethics & Standards

Code of Ethics and Standards of Practice

PDF

Core Competencies

Essential competencies for financial counsellors

PDF

Continuing Education

CEU Guidelines

Understanding continuing education requirements

PDF

Approved Providers

List of pre-approved CEU providers

Web

Webinars & Training

Upcoming Webinars

Live training sessions and workshops

Live

Recorded Sessions

Access past webinars and training videos

Video

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