Candidates with other designations or licenses may qualify for education exemptions from components of FP Canada Institute™ Technical Education—Fundamentals and Advanced requirements, or Fundamentals and Advanced programs recognized by FP Canada.

 
 

Certification process

Complete the Alternate Certification Path application.

Education

Purchase the CFP Certification Program for Relevant Professionals which includes the Alternate Certification Path Application Fee and the CFP Professional Education Program.

Complete the FP Canada Institute CFP Professional Education Program. You must complete this education before writing the exam.

Exam

Pass the six-hour, computer-based exam consisting of a combination of stand-alone, multiple-choice (20%-30%), and case-based constructed-response (70%-80%) questions.

The exam specifications are published in the FP Canada Blueprint: CFP Exam. Questions focus on specific elements of the FP Canada Standards Council Competency Profile for CFP Certification and integrate several financial planning areas.

Experience

Complete three years of qualifying work experience.

Ethics

Review and agree to comply with the FP Canada Standards Council™ Standards of Professional Responsibility.

You are now ready to apply for certification.

 

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