For a limited time, the FP Canada Institute™ has introduced a specialized, accelerated program for PFP designation holders who want to become CFP professionals.”

This customized education program builds on the existing expertise of PFP designation holders, providing the necessary technical and professional education required to earn the Certified Financial Planner® certification, recognized as the gold standard for financial planning in Canada.

cfp-pfp_diag
 

Program benefits include:

  • Fast-tracked education tailored for PFP designation holders
  • Opportunity to be ready for the CFP exam in as little as eight months
  • Earn CIRO-MFD and CIRO- ID CE credits

This is a unique chance to advance your career in financial planning with an education program that recognizes and enhances your existing skills.

Eligibility Update: Beginning July 1, 2026, the accelerated CFP Certification Program for PFP Designation Holders will only be available to individuals who obtained their PFP credential on or before June 30, 2026.

Individuals who obtain their PFP designation on or after July 1, 2026 will be required to follow the standard path to CFP certification.

 

The FP Canada Institute Student Handbook

Consult the FP Canada Institute Student Handbook for all policies on the institute’s technical education courses and professional education programs.

Download

Register Now! 


Completing the CFP Certification Program for PFP Credential Holders education program is one step towards certification. Individuals must also meet the minimum education requirements, successfully pass the CFP exam, and complete three years of work experience before applying for CFP certification.

 

Technology requirements

To complete all elements of the program, the following technology is required:

  • a computer with a sound card and speakers or headphones
  • a high-speed internet connection
  • Microsoft Word
  • Microsoft Excel (macros enabled)
  • Adobe Acrobat Reader

You can access online learning using a tablet or mobile device. However, you will need to use a computer to complete each of the program assignments and the final assessment.

Mac Users: To ensure the assignments and final assessment display and function correctly, set Acrobat Reader as the default application for opening PDF documents.

 

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.

Get started