$2000 PER COURSE

More Canadians see the value of a trusted professional financial planner. Certification gives you the knowledge and experience for a successful career and proves you have:

• the skills and experience to give financial advice

• professional responsibility and strong ethics

• a recognized professional brand for clients and employers

Certification also keeps you up to date with changing legal and regulatory rules.

Our recommended Pathway to FP designation:

Registered Retirement Consultant (RRC/CR) - Consists of 3 parts and a Retirement plan Course (4 Courses in total) → FP Certification

1. RRC/CR Course Part I

   • Unit 1: Introduction to Retirement Planning

   • Unit 2: Government Sponsored Retirement Income Programs

   • Unit 3: Employer Sponsored Pension Plans

   • Unit 4: DPSPs, RRSPs and TFSAs

   • Unit 5: RRIFs, LIFs, and Locked-In RIFs

   • Unit 6: Education Planning

   • Unit 7: Retirement Savings Plans

   • Final Examination

   Estimated self-study time to complete: 3-6 months

   RRC/CR Course Part II

   • Unit 1: Taxation During Retirement

   • Unit 2: Post-Retirement Planning

   • Unit 3: Retirement Decisions

   • Unit 4: Family Relationships and Support Obligations

   • Unit 5: Family Property and Other Issues

   • Unit 6: Wills and Powers of Attorney for Property

   • Unit 7: Living Wills, Forms of Property Interests, Intestacy and Probate

   • Unit 8: Personal Trusts

   • Unit 9: Other Estate Planning Considerations

   • Unit 10: Death and Taxes

   • Final Examination

   Estimated self-study time to complete: 3-6 months

   RRC/CR Course Part III

   • Unit 1: Financial Services Marketplace

   • Unit 2: Economics

   • Unit 3: Ethical Practices and Professional Conduct

   • Unit 4: Strategic Investment Planning

   • Unit 5: Financial Management

   • Unit 6: Fixed Income

   • Unit 7: Mutual Funds

   • Unit 8: Equities, Derivatives and Alternative Investments

   • Unit 9: Foundations of Risk and Insurance

   • Unit 10: Disability Insurance and Health Care Insurance

   • Unit 11: Foundations of Tax

   • Unit 12: Basic Income for Tax Purposes

   • Unit 13: Taxation for Investors

   • Final Examination

   Estimated self-study time to complete: 3-6 months

   RRC/CR Retirement Plan Course

   Each student must submit a retirement plan to CIFP, based on a sample case study, within the specified timelines. The plan must represent the original and independent work of the student. As in real life and unique to each client, the length of the retirement plan, its content, its format and its degree of complexity are judgment calls each student must make as part of assessing the circumstances of the client in the mock case study.

   Students will submit their Retirement Plan to the CIFP Retirement Institute for grading and may be required to defend their conclusions, recommendations and strategies by way of a telephone interview. If required, the telephone interview will range from 45 to 60 minutes in duration. As part of the interview, the student will be asked to provide an oral summary of the plan and will be called upon by a member(s) of the CIFP Retirement Institute to explain, justify and/or defend various aspects of the plan. This oral defense of the retirement plan will factor in to the grading of the plan as a whole.

To enrol into the Registered Retirement Consultant (RRC) Program, you can either call the CIFP Education Services Department at 1-866-635-5526 or enrol directly through the CIFP.ca website by creating an account.

The course covers all core topics tested on the exam, including capital markets, equity and fixed-income products, mutual funds, derivatives, portfolio construction, and ethical practices. Participants will gain a strong foundation in how financial markets operate, how securities are evaluated, and how to effectively serve retail clients while complying with industry regulations.

The Investment Funds in Canada (IFC) course provides foundational knowledge that prepares advisors to give clients effective advice on mutual fund investments based on their objectives, timeline and risk tolerance. It also provides greater insight into a mutual fund representative’s legal, ethical and professional responsibilities. Successful course completion will help you meet regulatory requirements to register for the Mutual Fund Dealer – Dealing Representative License.

The Canadian Securities Course (CSC) is a widely recognized credential that provides the foundational knowledge and skills needed to launch and advance a career in financial services, including areas such as investment products, mutual funds, alternative investments, and the broader financial industry.

Take the first step toward gaining the knowledge and skills essential for a successful career in financial services.

Ibreez Academy’s CAIB exam prep offers focused, industry-aligned instruction designed to help insurance professionals pass the Canadian Accredited Insurance Broker (CAIB) exams with confidence. Our program combines expert-led lectures, concise study guides, targeted practice questions, and personalized feedback to reinforce core concepts and exam technique. Flexible scheduling, simulated exams, and ongoing support ensure candidates build practical knowledge and time-management skills needed for success, while ongoing post-exam resources help graduates apply their learning on the job.

Studying for the RIBO exam at Ibreez Academy in 40 hours offers a focused, efficient pathway to success: our intensive curriculum condenses essential regulatory concepts, underwriting principles, and practical test strategies into a structured schedule with expert-led modules, practice exams, and targeted review sessions; students benefit from concise study guides, timed quizzes to build exam stamina, and personalized feedback to address weak areas, enabling motivated candidates to master core material and enter the exam confident and prepared.

Studying for the OTL exam at Ibreez Academy combines focused curriculum, expert instructors, and tailored practice to ensure efficient mastery of core concepts. Our structured study plans break topics into manageable modules, reinforced by targeted practice exams and personalized feedback to identify and address weaknesses. Interactive review sessions and concise study materials emphasize practical application and exam strategy, helping candidates build confidence and improve time management. With measurable progress tracking and dedicated support, Ibreez Academy prepares students to approach the OTL exam with clarity and readiness.

After completing the LLQP certifications, the next step is focused provincial exam preparation: this involves targeted review of the province-specific insurance regulations, licensing requirements, and exam formats, practicing with provincial practice exams and question banks, and completing any mandatory provincial licensing application steps and background checks. Candidates should schedule the provincial exam, refine time-management and question-strategy skills through timed practice, and ensure all documentation and continuing education plans are in order to transition quickly from certification to licensed practice.

What you will learn

• Lean Six Sigma Green Belt and Black Belt

• Define what Lean Six Sigma is, where it came from, and why organizations benefit from it

• Summarize the Lean Six Sigma Improvement method known as DMAIC (Define, Measure, Analyze, Improve and Control)

• Describe how to create a project charter, gather the voice of the customer, and build a high-level map of the process

• Describe how to select measures, plan for data collection, and collect baseline data about a process

• Describe how to conduct process analysis, conduct data analysis, and then brainstorm and validate root causes of process problems

• Describe how to craft, filter and determine solutions to process problems, and then mitigate the risks of process change

• Understand how to create monitoring plans, develop response plans, and document the project

• Identify which type of tests and control charts are appropriate for any given data set

• Understand how to construct an effective project storyboard

The CAPM certification is ideal for entry-level professionals who want to build foundational project management knowledge, while the PMP certification is designed for experienced project leaders seeking to advance their careers.

Explore our comprehensive project management classes, designed to help you succeed in the CAPM and PMP exams and advance your career. Gain full access to structured training, including live lectures, exam preparation materials, and certification support. Enroll today and start learning with confidence!

Need to take Humber College’s Real Estate Course? We’ll guide you step-by-step and tutor you through the program. Humber’s licensing course costs about $4,000 as of January, 2026. Our tutoring is an add-on with clear tiers: single-module help, full-course coaching, with exam-prep intensive — so you only pay for what you need.

Studying to become a mortgage agent at Ibreez Academy involves intensive coursework in lending regulations, mortgage products, and ethical client advising, combined with exam preparation to build the knowledge and confidence needed to guide clients through home financing.

Studying for the OMVIC course at Ibreez Academy equips you with the practical knowledge and regulatory understanding needed to sell vehicles confidently and compliantly in Ontario; our concise curriculum, expert instructors, and real-world scenarios focus on consumer protection rules, documentation standards, and ethical sales practices, ensuring you pass the certification exam while developing the professional skills buyers and employers expect.

Studying for the Canadian citizenship exam requires focused preparation: review the official study guide to learn Canada’s history, government structure, rights and responsibilities, and symbols; practice sample questions and timed quizzes to build confidence and identify weak areas; outline key dates and constitutional principles for quick recall; join study groups or workshops for discussion and clarification; and schedule regular, focused study sessions with short breaks to retain information and reduce test anxiety.