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®
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®
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®
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CIFP Retirement Institute - RRC
®
Advanced Standing
Required fields are marked with an asterisk (*).
* Salutation:
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Dr.
Miss.
Mr.
Mrs.
Ms.
Rev.
Sir.
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* Required!
* First name:
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* Last name:
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My other professional designations are:
CA
CIM
F.Pl.
PFA
™
RLIS
®
CFA
CLU
®
FCSI
®
PFP
®
RRA
®
CFP
®
CMA
FICB
QAFP
®
RRC
®
Chartered Financial Planner
®
CPA
FMA
R.F.P.
T.E.P.
ChFC
®
DFSA
™
P.R.P.
RFRA
®
I am Licensed to sell under:
Mutual Funds
Securities
Insurance
I am interested in attending chapter meetings in:
Calgary
Kitchener/Waterloo
Vancouver
Edmonton
Regina
Winnipeg
Halifax
Toronto (GTA)
Home Contact Information:
* Address:
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* City:
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* Province:
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Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
* Required!
* Postal code:
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* Phone number:
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x
* Required!
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* Email address:
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I agree to receive email news, updates and promotions from CIFP. I understand that I am free to withdraw my consent at any time.
Business Contact Information:
* Company:
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* Address:
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* City:
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* Province:
Select
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
* Required!
* Postal code:
* Required!
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* Phone number:
+1
x
* Required!
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* Email address:
* Required!
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I agree to receive email news, updates and promotions from CIFP. I understand that I am free to withdraw my consent at any time.
Declarations:
I have read and agree to continue to abide by the terms and conditions of the Certification Marks License Agreement for each designation applicable to me.
RRA License Agreement
RLIS License Agreement
RFRA License Agreement
RRC License Agreement
Chartered Financial Planner License Agreement
* You must agree to this declaration in order to continue.
I have read and agree to conduct myself in a manner consistent with the principles contained in the Code of Conduct, including the timely disclosure of my status as a credential holder. I have also answered "NO" to all of the self-declaration questions and agree to all of the acknowledgements in each Code of Conduct applicable to the designations I hold.
RRA Code of Conduct
RLIS Code of Conduct
RFRA Code of Conduct
RRC Code of Conduct
Chartered Financial Planner Code of Conduct
* You must agree to this declaration in order to continue.
I have read and agree to conduct myself in a manner consistent with the guidelines outlined in the Practice Standards for each designation applicable to me.
RRA Practice Standards
RLIS Practice Standards
RFRA Practice Standards
RRC Practice Standards
Chartered Financial Planner Practice Standards
* You must agree to this declaration in order to continue.
I agree to fulfill my annual continuing education requirements.
(8 CE credits for RRA, 10 CE credits for RLIS, RFRA and RRC,
25 CE credits for Chartered Financial Planner)
* You must agree to this declaration in order to continue.
Payment Information:
RRC
®
/CR
®
Advanced Standing application fee is
sponsored by IG Wealth Management
. To complete your application please leave the payment method as Cheque.
Note:
The taxes shown are based on Ontario residency, the appropriate HST/GST/QST will be applied based on your province of residency before processing.
Payment method:
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Cheque
* Card holder:
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* Card number:
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* Expiry date:
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Proof of Good Standing:
Please attach your official document confirming your other professional designation(s) are in good standing (.PDF, .GIF, .PNG or .JPG formats are acceptable). Although other documentation may be acceptable, CIFP recommends that you attach an official "Letter of Good Standing" from the relevant overseeing body as proof. You can attach up to 3 files by clicking the "Browse..." buttons below. If you have more than 3 documents or are not able to attach the proof at this time please fax your documentation to CIFP at
(647) 723-6457
and reference this application.
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Note:
Your submission will be deemed incomplete if proof of good standing is not provided.
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