Report your work experience

Before you apply for QAFP^® certification or CFP^® certification, you must report your work experience. Also, submit early if you're applying for a work experience exemption from the postsecondary requirement.

If you have gained your work experience in a financial services company or postsecondary institution, you must provide:

• an up-to-date resumé that details your work experience with start and end dates
• a letter signed by your current or most recent supervisor with:
  • details about your position, and the nature of your activities linked to the relevant FP Canada Standards Council™ competency profile
  • your work start date (and end date if applicable)
  • the supervisor’s contact information

If you are an independent financial planner affiliated with a financial institution or a fee-only planner with no financial institution affiliations you must provide:

• an up-to-date resumé that details your work experience with start and end dates
• a letter from two personal financial planning clients with:
  • a detailed description of the financial planning services you provided linked to the relevant FP Canada Standards Council competency profile
  • the length of time you provided these services
  • the client's contact information

FP Canada will review the information you provide and verify it qualifies as work experience. You will see an update in the Experience section of your account.

Depending on the nature of your responsibilities and their link to the relevant competency profile, FP Canada may approve all or part of your work experience.

Report your work experience through your FP Canada account.