From community member to licensed financial professional.
This is The Path.
A structured career program — guided by CFP mentors with 20+ years of experience — that prepares you for real Canadian financial licensing.
Most people think becoming a financial professional requires a finance degree, years of industry experience, and connections they do not have.
The Path is built for people who were never shown that door — and are ready to walk through it
Step 1
LLQP Insurance Licensing
Prepare for Canada’s national insurance licensing standard.
What you learn:
- Life, disability, and critical illness insurance
- Segregated funds and annuities
- Tax-efficient insurance strategies
Outcome:
Become licensed to sell insurance products and earn full commissions.
Step 2
Exempt Market Dealer
Prepare for EMPE and dealing rep registration.
What you learn:
- Flow-through shares & tax strategies
- MICs, private real estate, LPs
- KYC and suitability
Outcome:
Trade exempt market securities as a licensed dealing representative.
Step 3
CFP Pathway
Prepare for the gold standard in financial planning.
What you learn:
- Full financial planning
- Client practice building
- Advanced tax strategies
Outcome:
Work toward CFP designation and build your own practice.
What’s Included
Exam Preparation
✓ LLQP curriculum
✓ EMD / EMPE curriculum
✓ CFP preparation module
✓ Practice exams
Mentorship
✓ CFP mentor sessions
✓ Cohort Q&A
✓ Direct support
Community & Career
✓ Cohort accountability group
✓ Network of licensed professionals
✓ Practice building training
✓ Client acquisition guidance
Lifetime Access
✓ Updated materials
✓ Permanent access
✓ Ongoing community
How Licensing Works
The Path prepares you for official Canadian licensing exams.
Licenses are issued by:
- LLQP → CISRO (provincial providers)
- EMD / EMPE → Canadian Securities Institute
- CFP → FP Canada
Plannerborn provides mentorship and preparation.
Licensing is granted only after passing official exams and meeting regulatory requirements.
Small note:
Exam fees are separate and paid directly to providers.
Full Program — All 3 Stages
$1,997 one-time
Lifetime access. No monthly fees.
Individual stages available:
Stage 1 — LLQP prep: $497
Stage 2 — EMD prep: $797
Stage 3 — CFP pathway: $1,297
Full bundle saves $494 vs individual stages.
Start with Stage 1
Individual stages available:
Stage 1 — LLQP prep: $497
Stage 2 — EMD prep: $797
Stage 3 — CFP pathway: $1,297
$497
14-Day Satisfaction Guarantee
If you complete less than 20% of the curriculum and are not satisfied, contact us for a full refund.
No questions asked
Turn Knowledge Into a Licensed Career
This is the final step — from learning to earning professionally
WHO THIS IS FOR
Effortlessly add an online store to your website and start selling your products. Our platform integrates with popular payment gateways and shipping providers.
FOR
✓ You want a real career in financial services
✓ You want proper licensing
✓ You want to help others financially
✓ You want to build a practice
✓ You’re ready to apply and get paid
NOT FOR
✗ Looking for guaranteed income
✗ Want results without effort
✗ Not willing to study or write exams
Disclaimer
The Path is a mentorship and exam preparation program. It does not guarantee licensing outcomes.
Passing exams depends on individual effort and regulatory requirements.
Income examples are illustrative only and not guaranteed.