November 18, 2009 09:52 ET

CCH and Advocis Launch the First FPSC-Approved Capstone Course

TORONTO, ONTARIO--(Marketwire - Nov. 18, 2009) - CCH Canadian, in partnership with Advocis, is offering the first professionally published FPSC-approved Capstone Course education program, a new mandatory requirement for professionals seeking Certified Financial Planner (CFP®) certification. Candidates must successfully complete an FPSC-approved Capstone Course before writing the Financial Planning Examination Level 2 (FPE2) – the second of two financial planning exams.

Canadian colleges and universities will be able to incorporate the CCH/Advocis Capstone Course into their curriculum–in conjunction with other CCH/Advocis CFP certification courses or as a stand-alone product–as early as January 2010. CCH/Advocis is offering the course as a turnkey package that provides instructors with a wide range of teaching tools and support, including PowerPoint presentations, a dedicated website and time-saving assessment tools. CCH/Advocis can also tailor its program to meet the specific needs of the school.

The CCH/Advocis CFP Education Program is considered the benchmark of CFP certification programs. The new CCH/Advocis FPSC-approved Capstone Course is the fifth in the series, serving as the culmination of the core curriculum. The course is an exceptional compendium, concisely written and designed to help students further develop the competencies required to give them the best chance to succeed with the FPE2 exam. It also provides examination writing techniques and practice questions, as well as integrative case studies and practice in applying the concepts in the text.

The Capstone Course not only assesses candidates on their understanding of the core competencies required by a financial planner, but also their ability to integrate the technical knowledge and professional skills underlying those competencies. Students are required to complete a comprehensive financial plan to demonstrate their ability to turn financial planning theory into practice. The course structure includes the use of FPSC-developed case(s) in the completion of the required financial plan.

For more information please contact Caroline Cobham at or 416-228-6170.

About CCH

Celebrating its 63rd year in Canada, CCH is the premier provider of authoritative software and information products–including compliance tools, research and practice materials–for accounting, financial planning, law and human resource professionals. CCH ( is a Wolters Kluwers business (

Wolters Kluwer is a leading global information services and publishing company, providing products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors. Wolters Kluwer had 2008 annual revenues of €3.4 billion, employs approximately 20,000 people worldwide, and maintains operations across Europe, North America, Asia Pacific and Latin America. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

About Advocis

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary membership association of financial advisors and planners in Canada. With more than 10,000 advisors and planners in 43 chapters across Canada, Advocis members provide financial advice, product service and employee benefit planning to millions of Canadians in a number of areas, including estate and retirement planning, wealth management, risk management and tax planning. For more information about Advocis, visit

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