Contact Us
604.687.7773
Contact Us
ADVISOR LOGIN
Menu

Become An Independent Financial Advisor

LICENSING

INSURANCE

BRITISH COLUMBIA

How to get started with your BC insurance license

LLQP EXAM

All the forms

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

Exam Application Form

Seek a Sponsor from MFDA member dealers

EDUCATION & DEVELOPMENT

FINANCIAL PLANNING

Certified Financial Planner (CFP)

Qualified Associate Financial Planner (QAFP) 

Professional Financial Advisor™ (PFA)

Fellow of CSI (FCSI)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Certified International Wealth Manager (CIWM)

MTI Estate & Trust Professional (MTI)

Financial Services Career Map

Back To Top
Customplan_Logo_White

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.

ADVISOR LOGIN
Customplan Financial Advisors Inc.
2000-1500 West Georgia Street
Vancouver, BC V6G 2Z6
MAP
(604) 687-7773
Contact Us
Twitter
Linkedin

Copyright 2023, All Right Reserved, Customplan Financial Advisors Inc. | Privacy Policy