Canada's First AI-Native Financial Planning Designation
The CVP® (Certified Vibe Planner) designation transforms licensed financial advisors into values-driven planning experts who leverage AI to deliver exceptional client experiences. Join the revolution in financial planning.
The Financial Services Industry is at a Crossroads
Clients demand more than product recommendations. They want advisors who understand their values, leverage modern technology, and provide holistic, human-centered financial guidance.
Traditional credentials haven't kept pace. The CVP® designation fills this gap.
The CVP® Advantage
Values-Based Methodology
Master the Vibe Planning approach: Values, Intentions, Behaviors, and Experiences that drive authentic client relationships.
AI-Native Training
Learn to leverage large language models, VibePlan platform, and ethical AI implementation to work smarter, not harder.
Comprehensive Curriculum
Four rigorous chapters covering methodology, technology, insurance applications, and Canadian regulatory compliance.
Professional Recognition
Earn a respected designation, with CE credits applicable to CFP, CLU, TEP, CPA, and more.
Exclusive Community
Join Canada's first cohort of CVP® holders. Network, collaborate, and grow with like-minded professionals.
Early Bird Pricing
Enroll in 2026 for $1,400 (saves $2,900 vs. 2027 pricing).
Four Comprehensive Chapters. One Transformative Designation.
The Vibe Planning Methodology
Master values-based discovery, behavioral finance principles, and client psychology to build deeper, more authentic relationships.
AI Tools & Technology Integration
Leverage large language models, VibePlan platform, and ethical AI to enhance your practice while maintaining regulatory compliance.
Insurance Applications & Protection Planning
Apply Vibe Planning to protection needs, estate planning, business succession, and comprehensive wealth transfer strategies.
Canadian Regulatory Landscape
Navigate CIRO requirements, CFR compliance, and provincial regulations while demonstrating your best interest duty.
Comprehensive Examination
Online, proctored exam covering all four chapters. Pass requirement: 70% or higher.
Supplementary Materials
"Beyond Numbers: The Vibe Planning Revolution" book, VibePlan platform access, weekly office hours, and exclusive CVP® community.
Who Should Enroll
CVP® is designed for licensed financial advisors seeking to differentiate their practice.
Experienced Advisors (Fast Track)
Holders of CFP, PFP, RFP, PlFin, CFA, CLU, CHS, TEP, MTI, CPA, law degrees, or other recognized designations with 5+ years experience. Same pricing, expedited path.
Mid-Career Professionals
Advisors with 2-5 years experience seeking to elevate their practice with values-based planning and AI integration.
New Advisors
Recently licensed professionals looking to build a modern, client-centered practice from day one.
Pricing
Invest in your professional future with our limited-time launch pricing. Secure your spot at 2026 rates before prices increase in 2027.
2026 Launch Pricing
Total *plus HST
- Course Fee: $950
- Annual Membership: $450
- Year 1 Total: $1,400 *plus HST
- Year 2 annual membership $450 *plus HST
2027 Pricing
Standard pricing from 2027
- Access to all four chapters (32-48 hours)
- Comprehensive examination
- "Beyond Numbers" book (print + digital)
- VibePlan AI platform training
- Weekly office hours with instructors
- CVP® community access
- Official CVP® certificate and designation use
- Continuing education credits (applicable to CFP, CLU, TEP, CPA, etc.)
Testimonials / Trust Signals
Join Canada's First Cohort of CVP® Holders
Limited to 100 enrollments at 2026 pricing. Secure your spot today.