FPSC Level 1® Certification

FPSC Level 1 Certificants in Financial Planning are equipped to provide financial planning strategies and solutions for clients who have less complex financial planning needs than clients of CFP® professionals. FPSC Level 1 certificants are required to attest to the same standard of care, ethics and loyalty as a CFP professional and have a Continuing Education requirement to ensure that competence is maintained and continues to grow. Financial services firms seek this certification as demonstration that a potential or current employee has reached a meaningful milestone on the path to CFP certification.


FPSC Level 1 certificants can chose to stay at that level of certification or continue to become a CFP professional at any time. There is no time limit for remaining an FPSC Level 1 certificant, provided that all requirements are maintained, and that the certification is renewed annually. If you prefer working with clients who have fairly straightforward financial planning needs, the FPSC Level 1 Certification in Financial Planning is the right credential for you.


As an FPSC Level 1 certificant, you prove your dedication to professionalism — demanded by the industry and of value to the financial planning profession.
Read our FAQ: FPSC Level 1 Certification.

Important Changes to CFP Certification Requirements

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1® certification will be replaced by QAFP certification and all current FPSC Level 1 certificants will automatically become QAFP professionals. Additionally, changes to the paths to QAFP certification will be implemented following a transition period.
Learn More

See Below to View Your Path to Completion




Path to FPSC Level 1® Certification

The path to FPSC Level 1 certification is designed to ensure that FPSC Level 1 certificants can meet their clients’ needs and the evolving requirements of the financial services industry.

 

Current Path to FPSC Level 1 Certification - Until December 31, 2019

View the Path

 

New Paths to QAFP Certification - Effective January 1, 2020

Path to QAFP Certification
QAFP Bridge Path to CFP Certification

 

Education

Education is a key component of the path to FPSC Level 1 certification, ensuring that FPSC Level 1 certificants develop the knowledge and skills required for excellence in financial planning.
Learn More

Find FP Canada-Approved Core Curriculum Program Providers

 

Examination

The FPSC Level 1 Examination in Financial Planning is a four-hour, computer-based exam consisting of multiple-choice questions. The exam focuses on specific elements of the CFP Professional Competency Profile and may integrates several financial planning areas.
Learn More

FAQ: FPSC Level 1 Examination

 

Your Career in Financial Planning

Helping people plan for their future financially isn't just a way to make a living. It’s a way to make a difference. FPSC Level 1 certificants have the opportunity to give clients financial peace of mind.
Learn More

Find a Job
FAQ: Certifications

 

Maintaining FPSC Level 1 Certification

FPSC Level 1 certification is valid for one year. To maintain certification, FPSC Level 1 certificants must renew their certification by July 31 each year. There are several requirements that FPSC Level 1 certificants must attest to in order to renew certification.
Learn More

Reinstate Your FPSC Level 1 Certification
Professional Standards
Explore the Financial Planner Toolbox
Volunteer Opportunities
View More Resources

 

Continuing Education Requirements

FPSC Level 1 certificants have an obligation to ensure that their knowledge and competence remains current and must complete 12 hours of Continuing Education (CE) annually.
Learn More

Continuing Education Requirements
Search for CE Activities
FAQ: Continuing Education Requirements