Build Level 3 CVP® Gold Standard documentation files that satisfy regulators, withstand complaints, and demonstrate human insight that algorithm-only competitors cannot replicate.
In this advanced module, we move beyond the theory of values-based planning into the rigorous application of compliance, documentation, and risk management. Designed for professionals across the TEP, CLU, and CFP tracks, this course provides the blueprint for translating deep human discovery conversations into audit-ready regulatory files that meet the highest professional standards. If it isn't written, in the regulator's eyes, it didn't happen. But great documentation does far more than protect you from complaints; it proves to clients that you see them clearly and understand what truly matters to them. This module teaches the CVP® Translation Framework that turns rich human discovery into professional documentation without losing the human story inside it. This is Module 3 of 4 in Chapter 4 (Canadian Regulatory Landscape) of the CVP® Designation, issued by Canadian Values Planning Corporation (CVPC). Completing all 4 chapters qualifies you to apply for the CVP® designation. This course is designed for: CFP professionals seeking a systematic framework for converting values discovery conversations into CFP planning documentation TEP practitioners who need to document complex family dynamics, estate planning judgments, and trust structure rationale to STEP Professional Standards CLU advisors building insurance recommendation files that withstand CIRO suitability review and dealer compliance audits. Financial advisors serving Quebec clients who face both PIPEDA and Law 25 privacy obligations alongside the civil law framework for matrimonial property, trusts, and mandates. Any advisor who wants to transform compliance from a defensive burden into a competitive advantage and evidence of fiduciary excellence.
CVP® (Certified Values Planner) Designation
Canadian Values Planning Corporation Issuing Body – CVP® (Certified Values Planner) Designation Who We Are Canadian Values Planning Corporation (CVPC) is the governing body behind the CVP® Certified Values Planner designation, Canada’s first AI-native financial planning credential. CVPC was founded on the belief that the future of financial advisory belongs to professionals who can seamlessly blend values-based human guidance with the power of modern AI tools. Our mission is clear: equip Canadian financial advisors with the credentials, methodology, and technology they need to thrive in an AI-enhanced world where technology amplifies human wisdom rather than replaces it. Operating under the guiding philosophy “Beyond Numbers. Into Lives. ™ Powered by AI. Led by Humans.” CVPC is committed to elevating the standard of financial planning across Canada. The CVP® Designation The CVP® (Certified Values Planner) is a rigorous, four-course professional designation designed to transform how financial advisors discover, understand, and act on the values that drive their clients’ most important decisions. Built around CVPC’s proprietary VALUES Framework™, the program bridges behavioral science, advanced planning strategy, and AI-powered workflow design preparing advisors to become true behavioral consultants rather than transactional salespeople. The Four-Course Curriculum 1. Values Planning Methodology & the VALUES Framework™ Foundational principles of values-based discovery, behavioral consulting, and client engagement using the VALUES Framework™. 2. AI Tools Integration for Financial Advisors Practical application of AI tools in client discovery, planning workflows, documentation, and compliance applied ethically and effectively. 3. Insurance & Estate Planning Applications Advanced strategies in life insurance, corporate planning, shared ownership structures, and estate transfer integrated within a values-driven advisory context. 4. Canadian Regulatory Landscape & Compliance Current Canadian regulatory requirements, privacy law (PIPEDA/Bill C-27), AML compliance, and building defensible, audit-ready AI-assisted workflows. Earning the CVP® Designation Upon successful completion of all four courses, graduates are formally invited to become CVP® designation holders joining a growing community of forward-thinking Canadian advisors committed to values-based, AI-enhanced practice. CVP® holders receive the right to use the designation after their name, are recognized in the CVPC national registry, and gain access to ongoing professional development, resources, and the broader CVPC advisor network. Optional Software Access – CVPC Platform As an added benefit, all students enrolled in CVP® courses may request optional access to the CVPC advisor platform purpose-built software designed to support the VALUES Framework™ in real client engagements. The platform provides AI-assisted discovery tools, compliance-defensible documentation workflows, and planning support giving advisors a practical environment to apply what they learn immediately in their practice. Students who wish to access the platform must submit a request by emailing info@cvpc.ca. Additional information about the platform is available at cvpc.ca. Beyond Numbers. Into Lives.™ Powered by AI. Led by Humans. cvpc.ca | info@cvpc.ca | 1-833-597-2676 | Toronto, Ontario, Canada
