FP Canada’s two certifications, Qualified Associate Financial Planner™ certification and Certified Financial Planner® certification, set high standards for financial planners.

Why get certified?

Canadians increasingly understand the importance of working with a professional financial planner they can trust. Certification equips you with the knowledge and experience you need for a successful financial planning career.

Getting certified confirms you have:  

  • knowledge, skills and experience to provide financial advice
  • professional responsibility and a commitment to the highest ethical standards
  • a professional ‘brand’ that demonstrates your value to clients and employers  

Getting certified also ensures you keep pace with evolving legal and regulatory requirements that may affect professional financial planners.

Paths to certification

FP Canada’s paths to certification prepare QAFP® professionals and CFP® professionals to meet the high standards of competence and ethics they need to provide financial planning advice.

Qualified Associate Financial Planner logo
 

Reasons to get your certification from FP Canada

 

93% of CFP professionals and QAFP professionals are satisfied with their decision to pursue financial planning careers.

94% of CFP professionals and QAFP professionals are satisfied with their designation.


92% of CFP professionals and QAFP professionals would recommend pursuing their designation to others.

 

Financial planning as a career

Financial planners certified by FP Canada help their clients manage their everyday and complex financial needs with a plan that fits their diverse and changing circumstances.

Financial planning as a career

A day in the life

“It gives you the knowledge and skills to have a good, robust conversation. People know about CFP designation, and I have clients who ask me if I have it. It opens doors.”

Fred Zhou, CFP professional

More “Day in the Life” stories

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