The FP Canada™ Money & Milestones Survey 2025

How financial planning advice helps Canadians reach their goals

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CFP® Certification Program for PFP® Designation Holders

Be ready for the CFP exam in as little as eight months

Which certification fits you best? ​

Try the FP Canada Certification Pathfinder™.

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The 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.

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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

Latest news from FP Canada

 
FP Canada Money & Milestones survey
23 October, 2025
FP Canada™ Money & Milestones survey reveals Canadians are confident in affording life milestones, despite financial challenges
What are your clients really trying to achieve in life?
23 October, 2025
What Are Your Clients Really Trying to Achieve in Life?
Congratulations Debbie Ammeter, FP Retired. 2025 Recipient of the Donald J Johnston Lifetime Achievement Award
17 October, 2025
Debbie Ammeter’s Pre- and Post-retirement Contributions Recognized with the Donald J. Johnston Lifetime Achievement Award
FP Canada and Conquest Planning Partner to Launch New Course
16 October, 2025
Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners

Career & growth

As a QAFP professional or CFP professional, access tools and resources to market yourself and enhance your practice, find a new job and explore volunteer opportunities.  

 
 
Milestones- travel, homes, cars

The FP Canada 2025 Money & Milestones Survey

We surveyed Canadians to learn what life milestones they care most about, and the steps they’re taking to afford them. Our research gives you a solid view of how Canadians are feeling and offers important background information to start client conversations.

Explore the survey

 
 

Which certification is right for you?

The FP Canada Certification Pathfinder™ is a new approach to help you find your path to becoming a professional financial planner.

Try the Certification Pathfinder today!