As the financial well-being of individuals and families grow more complex, they look for CFP® professionals, the gold standard in Canadian financial planning. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. CFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner title in Ontario.
 
  • Trusted not-for-profit FP Canada™ certification.
  • The most widely recognized financial planning certification in the world.
  • Guide clients through all aspects of financial planning including financial management, investments, retirement, insurance, estate and tax.
 
 

Frequently asked questions

Where do I go for course information and education?

You can learn more about courses and education programs on the Programs and Courses page. If you have specific questions you can also book a free career consultation.

How much does a CFP professional earn on average?

About 55% of CFP professionals reported earning over $100,000 per year and 29% of CFP professionals reported earning over $200,000 per year. This is based on self-reported data from January 1 – December 31, 2023.

Where do CFP professionals work today?

CFP professionals work with some of the largest financial institutions in Canada. Here are some organizations that employ the largest number of CFP professionals in Canada, based on self-reported data from January 1 – December 31, 2022: RBC, IG Wealth Management, TD Canada Trust, CIBC, BMO, Scotiabank, Sun Life and Canada Life, among others.

 

 

One, clear education path

The education pathway to CFP certification is straight-ahead, easy to follow and available end-to-end from the FP Canada Institute™.

CE credits and exemptions are available to MFD and ID advisors.

Have questions about a career in financial planning or FP Canada certifications?

Have all your questions answered at a free, live and interactive certification Q&A session.

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Find your path to certification

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

Once you’ve created your FP Canada account, your custom dashboard will guide you to certification, recording your progress as you take your next steps.

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