Financial planning work experience is an essential step to QAFP® certification or CFP® certification.

Working with clients and colleagues hones your skills and demonstrates that you can apply your financial planning knowledge to real-life situations.

You have a range of work experience options, including what kind of work you do and where you work. And you can get your work experience either before or after you take your certification exam.

You must report your work experience to confirm it qualifies for certification. Submit it through your account before you apply for certification. Submit early if you’re looking for an exemption from the postsecondary education requirement.

 

What work qualifies?

Qualifying work experience includes a range of activities related to financial planning.

 

Report your work experience

Learn how to report your work experience when you apply for certification.

Work experience timeframe

When do I need to get my work experience?

 

Postsecondary education exemption

Work experience may qualify as an exemption to the diploma and degree requirement.

 

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