This new path simplifies the process for F.Pl. designation holders to earn CFP certification.
 
 

Certification process

Hold the F.Pl. license in good standing with the Autorité des marchés financiers (AMF).

Complete the FP Canada Institute™ CFP Certification Program for F.Pl. Professionals.

Meet the qualifying work experience and other requirements for CFP certification established by FP Canada. Refer to the CFP certification policies for more details.  

Apply for certification.

 

A postsecondary degree is a requirement for CFP certification. For more information on exemptions and additional transition provisions, please visit our postsecondary education requirements page.

 

You can find more information in the CFP certification policies.

CFP certification policies
 

Find your path to certification

The FP Canada Certification Pathfinder™ is a new approach to help you find your path to becoming a professional financial planner.

Once you’ve created your FP Canada account, your custom dashboard will guide you to certification, recording your progress as you take your next steps.

Get started