Advanced Certificate in 3H Financial Planning

The Advanced Certificate in 3H Financial Planning offered by the FP Canada Institute™, uses real-world case scenarios to help financial planners develop an understanding of, and competence in, Holistic Financial Planning, Human Behaviour, and Honesty and Ethics (3H) to help financial planners see their clients’ entire financial picture, no matter how complex. It is critical for financial planners to focus on the holistic nature of people’s lives, develop behavioural and relationship skills to effectively connect with clients, and above all, to always act in the client’s best interest maintaining the highest standards of professional responsibility. The Advanced Certificate in 3H Financial Planning is earned either during pre-certification, by successfully completing the CFP® Professional Education Program, or post-certification by CERTIFIED FINANCIAL PLANNER® professionals, by completing the Advanced Certificate in 3H Financial Planning program as a Continuous Professional Development program.