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The FP Canada Institute™ has introduced a bespoke, accelerated program for PFP designation holders, who want to become CFP professionals.

This customized education program builds on PFP designation holders existing expertise, providing the necessary technical and professional education required to earn the Certified Financial Planner® certification, recognized as the gold standard for financial planning in Canada.

Program benefits include:

  • Fast-tracked education tailored for PFP designation holders
  • Opportunity to be ready for the CFP exam in as little as eight months
  • Introductory pricing - save $500 for a limited time

This is a unique chance to advance your career in financial planning with an education program that recognizes and enhances your existing skills.

This accelerated education program is only available for a limited period of time.

 
 

Technology requirements

To complete all elements of the program, the following technology is required:

  • a computer with a sound card and speakers or headphones
  • a high-speed internet connection
  • Microsoft Word
  • Microsoft Excel (macros enabled)
  • Adobe Acrobat Reader

You can access online learning using a tablet or mobile device. However, you will need to use a computer to complete each of the program assignments and the final assessment.

Mac Users: To ensure the assignments and final assessment display and function correctly, set Acrobat Reader as the default application for opening PDF documents.

 

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