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Become An Independent Financial Advisor

LICENSING

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BRITISH COLUMBIA

How to get started with your BC insurance license

LLQP EXAM

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INVESTMENT

MUTUAL FUND ROUTE
Mutual Fund route (Investment Funds in Canada – IFC)

How to get started in selling Mutual Funds (course)

IFC Overview

IFC Exam Dates, Times, and Locations

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EDUCATION & DEVELOPMENT

FINANCIAL PLANNING

Certified Financial Planner (CFP)

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Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Certified International Wealth Manager (CIWM)

MTI Estate & Trust Professional (MTI)

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Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada. At Customplan, we believe in empowering and creating independent advisors.

Customplan Financial Advisors Inc.
1900-1500 West Georgia Street
Vancouver, BC V6G 2Z6
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