CIFP Retirement Institute

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Special Offer for IG Wealth Management Consultants

CIFP Retirement Institute - RRC^® Advanced Standing

You have worked hard to earn your professional designations and the CIFP Retirement Institute would like to recognize your academic accomplishments. As a CFP^® professional and/or a CLU^® designate and/or a PFP^® designate in good standing, the CIFP Retirement Institute would like to offer you advanced standing in the Registered Retirement Consultant Program. Holding the prestigious RRC^® designation is further confirmation to your clients of your specialized knowledge in retirement planning and estate planning. To take advantage of this special offer, complete this application and submit proof of your CFP^® and/or CLU^®> and/or PFP^® credentials.

In addition to the above, IG Wealth Management consultants must successfully complete the CIFP Retirement Plan or have received IG Wealth Management’s PFP Platinum recognition (Consultants only) to be eligible to receive the RRC^® designation with this offer.


Required fields are marked with an asterisk (*).

* Salutation:

* First name:

* Last name:

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:

* City:

* Province:

* Postal code:

* Phone number:

+1 x

* Email address:

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:

* Address:

* City:

* Province:

* Postal code:

* Phone number:

+1 x

* Email address:

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.

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.

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.

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)

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:

Visa	American Express
MasterCard	Cheque

* Card holder:

* Card number:

* Expiry date:

(MM/YY)


*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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CIFP Retirement Institute - RRC® Advanced Standing

CIFP Retirement Institute - RRC^® Advanced Standing