Personal information

Add or update your account details and settings.

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About your personal information

Some of the information in your account profile will become public when you are certified.

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Profile photo
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Preferred name
This information will appear on your public profile when you are certified.

Do you use your middle name, or a shortened version of your first name?

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Legal name
This information will appear on your public profile when you are certified.

Your legal name is the name on your birth certificate or passport.

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Gender *
This information is used for FP Canada’s “Profile of the Profession” and for internal reporting.
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Date of birth*
Used to verify identify.
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Date of birth cannot be in the future
Do you identify as part of the 2SLGBTQIA+ community?*

We collect this data to understand the diversity of our students and professional financial planners.

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Do you identify as a person with a visible or invisible disability?*

We collect this data to understand the diversity of our students and professional financial planners.

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Do you identify as a member of a racialized group?*

We collect this data to understand the diversity of our students and professional financial planners.

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How do you identify your race/ethnicity?*

We collect this data to understand the diversity of our students and professional financial planners.

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Do you identify as Indigenous?*

We collect this data to understand the diversity of our students and professional financial planners.

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If yes, how do you self-identify?*

We collect this data to understand the diversity of our students and professional financial planners.

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Credentials*
Do you hold any of these credentials? Check all that apply.
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Associations*
Are you a member of any of these associations? Check all that apply.
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Annual earnings*
What are your average annual earnings?

This information is used to understand the demographics of financial planners certified by FP Canada and is always used in aggregate.

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Years of experience*
How long have you been working in the financial services industry?

This information is used to understand the demographics of financial planners certified by FP Canada and is always used in aggregate.

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Is financial planning your first career?*
If no, select the previous industry you worked in.

This information is used to understand the demographics of financial planners certified by FP Canada and is always used in aggregate.

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Contact information

FP Canada will use your contact information to communicate with you.

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About your contact information

Some of the information in your account profile will become public when you are certified.

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Email address
What is the best email address to reach you?

The email used for your account login is not editable. To change the email address used for your account login username, contact our Certificant and Student Services team.

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Phone number
What's the best phone number to reach you?

Your business phone number will appear on your public profile.

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Please Enter a Valid Phone
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Please Enter a Valid Phone
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Address preferences
Choose your preferred billing and mailing addresses.
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Home address
Your home address will not appear on your public profile.
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Business address
Your business address will appear on your public profile once you become certified.

FP Canada will use your preferred contact information to communicate with you. You have a professional obligation to ensure your contact information is accurate and up to date. You can update your information and Find a Financial Planner tool display settings through your FP Canada Portal or by emailing info@fpcanada.ca to notify us of any changes.

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Business information

Add or update your business details.

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About your business information

This information will appear on your public profile when you are certified. By entering and saving it, you consent to it being used this way.

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Business Information
If your sponsoring investment/mutual fund dealer or insurance agency is not listed, contact our Certificant & Student Services team at info@fpcanada.ca to have it added to your contact information.

Complete and sign this Release Consent form to provide or update your consent for FP Canada™ to release to your firm, sponsor or employer, your certification status and/or registration status, progress, and results for any FP Canada Education Program or Examination.

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Employment questions
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Planner profile

This information is used to populate the Find Your Financial Planner tool on financialplanningforcanadians.ca and the Planner Directory on fpcanada.ca. Complete your profile to ensure you can be found by potential clients, employers and colleagues.

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About the planner profile

Once you are certified with FP Canada, your preferred name, year certified, certification status, disciplinary history, scheduled proceedings (if any) will automatically appear on your public profile. All other information is voluntary.

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Current status*
Are you currently a practicing financial planner working with clients?
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Accepting clients*
Are you currently accepting clients?

Selecting Yes will display this information on your public profile and enable users on FP Canada’s consumer website to contact you via a form. Messages will be sent to your business email address.

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Active jurisdictions*
Are you currently practicing in any jurisdictions outside Canada? Please indicate where you work.

This information will appear on your public profile.

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Online presence
Do you have a LinkedIn profile or website?

This information will appear on your public profile.

https://
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Minimum asset amount*
Do you have a minimum amount of investible assets that you will work with?
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Show minimum asset amount*
This field is optional. Select whether you want this information to appear on your public profile.
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How are you compensated for your financial planning services
How are you compensated for your financial planning services? Select all that apply.
Payment models you accept*
Select if you want this information to appear on your public profile.
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Audiences specialization
Do you specialize in working with any of these groups? Select all that apply.
Areas of focus
What are your areas of focus? Select all that apply.
Spoken languages*
Select all that apply.
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Acknowledgement and Consent

Please indicate below that you understand and consent to the information entered above being shared publicly on your Find a Planner profile.

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