Planners
As an FP Canada™ certificant, you demonstrate to your clients and colleagues that you have the knowledge, skills, experience and professional ethics to meet the financial planning needs of Canadians and help them achieve financial well-being. In this section you will find information and resources to support you in your career.
Maintaining Your Certification
Your certification must be renewed annually by March 31 for CFP® professionals and July 31 for QAFP® professionals. Learn about annual requirements to maintain your certification.
Next Steps in Your Career
Explore career and volunteer opportunities.
Financial Planner Toolkit
FP Canada has developed resources to help you promote your professional designation and show your clients the value of financial planning. Each toolkit includes promotional materials, sample guides, the latest research studies, social media tips and resources for you to share with clients.
Continuing Education
FP Canada certificants have an obligation to ensure that their knowledge and competence remains current by meeting FP Canada’s annual Continuing Education (CE) requirements.
The Canadian Foundation for Financial Planning™
The Canadian Foundation for Financial Planning is an independent registered charity dedicated to improving the lives of Canadians by supporting widespread access to the benefits of financial planning. Our work impacts all Canadians, no matter their financial circumstances. By collaborating with our partners and volunteer financial planner professionals, we help ensure that those who need it most have improved access to financial planning advice - and the knowledge and skills to feel financially secure.
FP Programs
Resources
In this area we have compiled documents found throughout our site so that you can quickly access our key publications, policies and procedures, as well as browse helpful tools for candidates, practicing financial professionals and the Canadian public.