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PACKAGE: CVP® for Financial Advisors

Master the complete CVP® pathway by combining human values discovery, compliant AI workflows, and audit-ready standards to elevate client trust and future-proof your practice.

16curated courses
+
22CPD hours
=
1consolidated certificate
5.0
(17)
·schedule22 CPD hrs·Appropriate for all levels·Published Sep 10, 2026
Most popular package
If you bought each course individuallyCA$1,804
This packageCA$149
You save CA$1,655 (92% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access
Most popular package
If you bought each course individuallyCA$1,804
This packageCA$149
You save CA$1,655 (92% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access

Credit Information

Do you have questions about your organization's requirements? Read Requirements
The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 16 times.

  • closeSearch the catalog of 16 courses to find the ones that match your requirements
  • closeBuy 16 separate courses — at CA$1,804 if you assembled it yourself
  • closeTrack progress across 16 separate enrollments and dashboards
  • closeDownload 16 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$149 for the whole package
  • checkOne progress tracker for all 16 courses
  • checkOne certificate — covers all 16 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkAccounting and Actuarial Considerations
    15 hrs
  • checkGeneral (Property & Casualty) Insurance
    3.5 hrs
  • checkEthics & Legal Compliance for Insurance Professionals
    2.5 hrs
  • checkLife Insurance
    1 hr
One certificate, all 22 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 16 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 16 topics & 22 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×16
Without package
→
CPD certificate
PACKAGE: CVP® for Financial Advisors16 courses · 22 CPD hrs
verified
With this package
16 courses · 22 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,804Package: CA$149You save CA$1,655
About

Description

The Certified Values Planner (CVP®) Designation program, issued by the Canadian Values Planning Corporation (CVPC), provides a comprehensive curriculum that bridges human-centered values discovery, regulatory compliance, and safe AI technology integration for Canadian advisory professionals.

This full package covers the end-to-end values planning methodology across wealth management, insurance, and estate planning, guiding advisors through structured discovery frameworks, operational documentation protocols, and compliant AI workflows:

  • The Values Planning Methodology: Structured discovery questioning, values prioritization, and relationship-centered advisory models that foster long-term client trust.
  • AI Technology Integration: Foundational AI literacy, prompt engineering with the CLEAR Framework, the Hallucination Audit Protocol, and the three-phase ValuesPlan workflow designed to streamline analysis safely.
  • Insurance Applications: Reframing life insurance and living benefits around core client values, analyzing the Group Gap, designing the Autonomy Fund, navigating corporate succession planning, and applying the Values-to-ITA Logic Map.
  • Canadian Regulatory Landscape and Capstone: Compliance alignment with CIRO Rule 3200, Client Focused Reforms, PIPEDA, Quebec Law 25, Enhanced KYC standards, Gold Standard documentation, and the final designation capstone.

Tailored for CFP, CLU, TEP, and CHS practitioners, this curriculum equips advisors with the operational, ethical, and technical foundation to practice human-centered, AI-enhanced financial planning.

Instructors

John Siembida
John SiembidaCVP® (Certified Values Planner) Designation
21 courses·17 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.

FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

22 CPD hours, one certificate, 10-day money-back.

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