Foreign CFP^® Professional Path to CFP Certification

5 Steps to CFP Certification

To begin the Foreign CFP Professional Path to CFP Certification, you must be a current CFP professional from a FPSB member territory, and apply for an Alternate Path to CFP Certification.

The next step is to complete the Introduction to Professional Ethics course.

Upon completion, you will be eligible to write the CFP examination.

You may apply for CFP certification once you pass the CFP examination and complete three years of qualifying work experience.

To be eligible for CFP certification, applicants must hold a post-secondary degree from an accredited college or university. FP Canada will accept international degrees where there is supporting documentation establishing that the international degree is equivalent to a Canadian degree. FP Canada will accept international diplomas/degrees where there is supporting documentation establishing that the international diploma/degree is equivalent to a Canadian diploma/degree. Verification of international credentials is handled through World Education Services.

Candidates will be exempt from post-secondary education requirements if they passed the CFP examination prior to March 31, 2022, have more than 10 years of relevant work experience or have held QAFP certification for a minimum of five years and are a QAFP professional in good standing.
For more information and additional transition provisions, please visit our post-secondary education requirements FAQ page.

You must complete the CFP Professional Education Program within one year of CFP certification to maintain your certification.