Your Career in Financial Planning

So, you’re interested in a career in financial planning. Excellent choice. Financial planners are in demand now and will be even more in the future. Helping people plan for their future financially is not just a way to make a living. It’s a way to make a difference. When you become a CFP® professional or a QAFP™ professional, you have the opportunity to give your clients confidence for today and for their future.

 

Getting Started

Understand the Paths to Certification
Learn about Education Requirements
View Profiles of Successful CFP Professionals
FAQ: Certifications

 

Apply for CFP Certification

Once you have passed the CFP examination and completed three years of qualifying financial planning work experience, you are ready to apply for CFP certification. You must apply for CFP certification within four years of passing the CFP examination. Once your application for CFP certification has been approved, you will receive a CFP certification diploma by mail as well as a digital certificate and digital badge.

Apply Now

 

Apply for QAFP Certification

Once you have passed the QAFP examination and completed one year of qualifying financial planning work experience, you are ready to apply for QAFP certification.

Apply Now

 

Find a Job

CFP professionals and QAFP professionals are in demand by employers everywhere. Our FP Canada™ Job Board is regularly updated with new and exciting job opportunities from prospective employers.

View Job Opportunities
Submit a Job Opportunity

 

Data on the Profession

FP Canada regularly surveys CFP professionals to compile statistics and information on emerging trends among Canada’s largest and most widely recognized body of financial planners. While Canadians are increasingly aware of the need for professional financial planning and demand competent, ethical planners, our statistics show that retirement is on the horizon for many CFP professionals. This means significant job opportunities for the next generation of CFP professionals. The timing is perfect for entering the profession.

    Gross Earnings

    72% earn over $100,000


    Career Opportunities

    Banks/Trusts

    Credit Unions

    Securities

    Mutual Funds

    Insurance

    Law Firms

    Accounting Firms

    Entrepreneurial Businesses

 

Global Value of CFP Certification Survey

FP Canada (formerly FPSC) participated in an international study conducted on behalf of the Financial Planning Standards Board (FPSB) which gathered insights from 120,000 financial advisors and over 100 financial services firms across 12 countries. Among the key findings: Canadian CFP professionals report achieving higher rates of career advancement and longer terms of employment vs. those who do not hold the CFP designation. There has never been a better time to be a CFP professional.

Download a Summary of the Canadian Results

 

Support the FP Canada Research Foundation

The FP Canada Research Foundation is dedicated to funding, promoting and disseminating financial planning research for the benefit of Canadians.

Learn More
Donate

 

Key Resources

Sample Letter of Employment
FP Canada Job Board
Financial Planner Toolbox