Individuals who hold CFP certification from another Financial Planning Standards Board (FPSB) member territory may pursue the Foreign CFP Professional Path to CFP Certification. The program is designed to recognize your prior accomplishments and existing certification the certification process for such individuals. For more information, please refer to the CFP Certification Policies.
Explore the steps below or click the diagram on the right to learn more about your path to 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.
You must complete the CFP Professional Education Program within one year of CFP certification to maintain your certification.
You must hold CFP certification from a Financial Planning Standards Board (FPSB) member territory and submit an application for an Alternate Path to CFP Certification. A $275 non-refundable fee will apply to review the application and verify your eligibility. To view a complete list of FP Canada fees, refer to the FP Canada Fee Schedule.
FPSB member territories
Write the CFP examination. The first CFP examination based on the new requirements for CFP certification (effective January 1, 2020) will be held in November 2020. It will follow a similar format to prior CFP examinations.
Learn more about the CFP examination
Once you have completed three years of qualifying work experience, you are ready to apply for CFP certification.
Please note: Effective January 2022, a post-secondary degree will be a requirement for CFP certification.
Learn more about work experience requirements
Learn more about post-secondary education requirements
Enrol in the CFP Professional Education Program. Complete the CFP Professional Education Program within one year of achieving CFP certification. This program may also be completed prior to writing the CFP examination.
Learn more about the CFP Professional Education Program
CFP Certification Policies