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CIFP - Advanced Standing Application


Required fields are marked with an asterisk (*).

* Salutation:

* First name:

Preferred Name:

Middle Name:

* Last name:

I am applying for advanced standing in:

RRA^®	RLIS^®	RFRA^®
RRC^®	Chartered Financial Planner^®

My other professional designations are:

CA	CPA	PFP^®
CFA	DFSA^™	QAFP^®
CFP^®	F.Pl.	R.F.P.
Chartered Financial Planner^®	FCSI^®	RFRA^®
ChFC^®	FICB	RLIS^®
CIM	FMA	RRA^®
CLU^®	P.R.P.	RRC^®
CMA	PFA^™	T.E.P.

I am Licensed to sell under:

Mutual Funds

Securities

Insurance

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 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:

CIFP Advanced Standing application fee ......	$249.00
HST (ON)	$32.37
Total:	$281.37

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)

* CVV2 / CVC2:

Your submission will be deemed incomplete until the full payment has been received.

Please mail a cheque in the amount of the Advanced Standing application fee above plus HST/GST/QST (based on your province of residency) payable to "The Canadian Institute of Financial Planning" with a reference to your application in the memo section to:

The Canadian Institute of Financial Planning
390 Brant Street, Suite 501
Burlington, Ontario
L7R 4J4


*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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