Students and Candidates

Financial planning is a rewarding career with vast opportunity. Earning FPSC Level 1® certification or CFP® certification demonstrates that you’ve met rigorous requirements of education, examinations and experience, and that you’re committed to the highest ethical and professional standards. This section contains everything you need to know about earning a designation that will take your career to the next level.

Important Changes to Certification Requirements – Effective January 1, 2020

 

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1 certification will be replaced by QAFP certification. Current FPSC Level 1 certificants will automatically become QAFP professionals on January 1, 2020. Candidates pursuing CFP certification will no longer be required to write the FPSC Level 1 examination. New professional education requirements will be introduced for candidates pursuing both QAFP certification and CFP certification and QAFP certification candidates will be required to demonstrate one year of relevant work experience prior to certification. There is no change to the three-year work experience for CFP certification.
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Get to know FP Canada

As of April 1, 2019, Financial Planning Standards Council is now FP Canada. Learn more about the role of our two divisions, the FP Canada Standards Council and the FP Canada Institute.
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Paths to Certification

Chart your path to a financial planning designation that best suits your career goals.

     

    Education

    Education is a key component of the path to CFP certification, ensuring that CFP professionals and FPSC Level 1 certificants develop the knowledge, skills and abilities required for excellence in financial planning.

       

      Examinations

      Examinations are an important step along the path to certification, providing an opportunity for candidates to demonstrate that they’ve developed the competency required to meet FP Canada’s certification standards.



         

        Current Work Experience Requirements

        Financial planning work experience is a key step in achieving CFP certification, the standard in financial planning. Working directly with clients provides the opportunity to hone your skills and demonstrate that you’re able to serve clients in a real-world setting.

           

        Your Career in Financial Planning

        Helping people plan for their future financially isn't just a way to make a living. It’s a way to make a difference. When you become a CFP professional or FPSC Level 1 certificant, you have the opportunity to give clients financial peace of mind.

           

          Find a Financial Planner

          Your choice of financial planner is an important one. CFP professionals and QAFP professionals have the qualifications and ethics to look at your entire financial picture and help you achieve financial well-being. Use this tool to find a professional financial planner in your area, verify the certification status of your planner or check a planner’s disciplinary history.