Ready to retire?

FP Retired status allows individuals to stay connected with the profession, and continue to receive relevant information from FP Canada™, including information on potential volunteer opportunities.

To obtain FP Retired status, candidates must:

• meet the eligibility criteria
• agree to abide by the obligations of an FP Retired status holder
• not be earning an income from financial planning or related advisory services
  

Stay connected with FP Canada

FP Retired status allows you to:

• remain listed on FP Canada’s Planner Directory with the status “FP Retired”
• continue to receive newsletters and other communications from FP Canada
• attend and receive a preferred rate on select FP Canada events
• volunteer with FP Canada as a public member

Eligibility requirements

QAFP^® professionals and CFP^® professionals who want to obtain the FP Retired status must:

• be certified, or have previously been certified, by FP Canada as a QAFP professional (or FPSC Level 1^® Certificant in Financial Planning) or CFP professional for a minimum of five years
• have reached, or will reach by September 30 of the application year:
  • age 65
  • age 55, provided age plus the number of years of certification with FP Canada is greater than or equal to 80
• not be currently earning any compensation (direct or indirect) for financial planning or related advisory services (including the provision of investment, insurance or other related advice), or from any financial institution, unless such compensation is earned from service on a board of directors, or a committee, task force or similar group appointed by a board of directors
• not have a disciplinary history with FP Canada; or have a disciplinary history, but have been in good standing with FP Canada for at least one year following reinstatement of QAFP certification or CFP certification

Individuals whose QAFP certification or CFP certification has been revoked, or who were denied recertification by a Disciplinary Hearing Panel, are not eligible for FP Retired status.

As well as meeting the eligibility criteria, candidates must also agree to abide by and meet the obligations outlined in the FP Retired Status Policies and FP Retired Marks Usage Guide.

How do I apply for FP Retired status?

If you meet the eligibility requirements you can apply by:

• completing the FP Retired status application available through the  FP Canada Portal
• paying the initial application fee and the FP Retired status annual fee

Maintaining FP Retired status

FP Retired status is valid for one year. To maintain it, you must renew your status by March 31 each year.

There are no annual continuing education requirements to maintain your FP Retired status.