Pl. Fin. Path to CFP® Certification

Licensed financial planners in the province of Québec may pursue the Pl. Fin. Path to CFP Certification. The program is designed to expedite the CFP certification process in recognition of these 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.

3 steps to get your CFP certification

To begin the Pl. Fin. Path to CFP Certification, you must be a licensed financial planner in the province of Québec, as recognized by the Autorité des marches financiers (AMF) and apply for an Alternate Path to CFP Certification.

The next step is to write the CFP examination.

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


Apply for an Alternate Path to Certification as a Licensed Financial Planner in the Province of Québec

You must be a licensed financial planner in the province of Québec, as recognized by the Autorité des marches financiers (AMF) 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.

CFP Examination

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

Helpful Resources
CFP Exam Study Toolkit
FAQ: CFP Examination

Apply for CFP Certification

Once you have completed three years of qualifying work experience, you are ready to apply for CFP certification.

Please note: Effective April 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

Helpful Resources
CFP Certification Policies
Standards of Professional Responsibility