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.
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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

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New Paths to QAFP Certification - Effective January 1, 2020

Path to QAFP Certification
QAFP Bridge Path to CFP Certification



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.
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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.
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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.
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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.
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Reinstate Your FPSC Level 1 Certification
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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.
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Continuing Education Requirements
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FAQ: Continuing Education Requirements