New Projection Assumption Guidelines

Jointly published by FP Canada and the Institute of Financial Planning

Projection Assumption Guidelines

New Professional Awards From FP Canada™

Nominations now open for our new and well-established honours

Nominate Someone Today

A day in the life of a financial planner

Meet financial planners certified by FP Canada.

Find out more

Which certification fits you best?

Try the FP Canada Certification Pathfinder™.

Use the Certification Pathfinder

Four steps to certification from FP Canada™

Education. Exam. Experience. Ethics.

Get certified

New Projection Assumption Guidelines

Jointly published by FP Canada and the Institute of Financial Planning

New Professional Awards From FP Canada™

Nominations now open for our new and well-established honours

A day in the life of a financial planner

Meet financial planners certified by FP Canada.

Which certification fits you best?

Try the FP Canada Certification Pathfinder™.

Four steps to certification from FP Canada™

Education. Exam. Experience. Ethics.

test

The new website provides an intuitive journey, allowing visitors to quickly understand what they need to do to earn CFP^® certification or QAFP^® certification — and grow in their future career.

Financial planners certified by FP Canada™ can find tools and resources to market themselves, enhance their practice, and maintain their certification.

Certification from FP Canada equips Qualified Associate Financial Planner™ professionals and Certified Financial Planner^® professionals with the knowledge and experience to build a successful financial planning career and make a difference in people’s lives by helping them achieve financial wellness.
QAFP certification CFP certification

Certification education

Well-suited to a changing, fast-paced world, the FP Canada Institute™, a division of FP Canada, offers an end-to-end learning path that integrates technical and professional education in support of QAFP^® certification and CFP^® certification.

Find out more