Employers

FP Canada™ certificants add value to many organizations, such as banks, credit unions, insurance companies and financial planning firms. By hiring an FP Canada certificant, you can be sure your employee is well equipped to serve clients’ evolving needs, today and in the future. In this section, learn about the benefits of hiring an FP Canada certificant, find out how to promote job postings and explore other resources to support you as an employer.

FP Canada Certifications

Qualified Associate Financial Planner™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence.

Learn More

Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the profession. 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, and help them build a financial plan so that they can Live Life Confidently.

Learn More

 

Verify the Credentials of an FP Canada Certificant

By ensuring a financial planner is certified with FP Canada, you can take comfort in knowing they have met rigorous requirements of competency, experience and ethics. Use the FP Canada Find a Planner tool to verify a planner’s certification status and, if applicable, view their disciplinary history.

For more information about the Find a Planner tool, contact FP Canada Stakeholder Support at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886.

Find a Planner Tool

 

Hire an FP Canada Certificant

FP Canada certificants provide your organization with industry-leading expertise and a commitment to a standard of care, ethics and loyalty.

Submit a Job Opportunity

 

View the Paths to FP Canada Certifications

Understand the rigorous education, examination and work experience requirements expected of FP Canada certificants. The paths to certification are designed to ensure that FP Canada certificants can meet their clients’ needs and the evolving requirements of the financial services industry.

View the Paths to Certification

 

Support Your Employees

Financial planners make a meaningful difference in their clients’ lives. FP Canada is here to support them in that mission. We have compiled a series of publications, research studies and other tools that can help guide your employees in their practices, educate their clients on the value of financial planning and promote their professional designations.

View the Toolbox

Your employees who are CFP professionals or QAFP professionals have an obligation to ensure that their knowledge and competence remains current. As a provider of FP Canada-Approved Continuing Education (CE) Activities, you provide assurance to your employees that your organization’s CE activities will count toward their annual requirement to maintain certification. Additionally, your organization is highlighted as an employer of choice for demonstrating a strong investment in your employees and commitment to an exemplary calibre of client services in financial planning.

Learn More

To renew certification, CFP professionals must complete 25 hours of Continuing Education (CE) each year and QAFP professionals must complete 12 hours of CE each year. The CE activities that appear on the FP Canada Continuing Education Search Tool have been reviewed through the FP Canada CE Approval Program.

CE Search Tool

The FP Canada Research Foundation is dedicated to funding, promoting and disseminating financial planning research for the benefit of Canadians. The Foundation focuses on technical and behavioural research that enhances the practice of professional financial planning, as well as research that reflects the impact of financial planning on society.

Learn More
Donate

We maintain a website geared towards the Canadian public that contains articles and information about the benefits of financial planning with a professional. Visit today and access over 140 articles, videos and infographics to help you connect with your clients.

Visit FinancialPlanningforCanadians.ca

 

Explore Research on the Value of Professional Financial Planners

When it comes to managing their finances, consumers are struggling. Global research commissioned by the Financial Planning Standards Board shows that consumers are not highly confident, don’t stay on track, fail to achieve goals and most don’t have a financial plan. The survey involved over 19,000 adults in 19 different countries, including over 1,000 in Canada.

According to a survey published by Financial Planning Standards Board, financial services firms that employ CFP professionals increase their productivity, profitability and client satisfaction, and lowered their compliance risks. The survey included 92 firms and more than 120,000 financial advisors spanning 12 countries.

 

Book a Visit from a CFP Professional Ambassador

CFP Professional Ambassadors provide a first-hand perspective about a career in financial planning to students in education programs or candidates attending professional recruitment and networking events. These trained, practicing CFP professionals attend sessions across the country to share their day-to-day experiences as a CFP professional.

Request a CFP Professional Ambassador

 

Resources for Employers

FAQ: FP Canada & New Certifications
FP Canada Certifications Transition Guide
FP Canada CE Approval Program Manual
Guidance to the FP Canada Standards Council Rules of Conduct
FP Canada Certification Marks
FP Canada Standards Council Competency Profile
View More Resources

 

Key Publications

Financial Planning Body of Knowledge
Projection Assumption Guidelines
Standards of Professional Responsibility
View More Publications

 

Questions?

For more information please contact FP Canada Stakeholder Support at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.