Planners

As an FP Canada certificant, you demonstrate to your clients and colleagues that you have the knowledge, skills, experience and professional ethics to meet the financial planning needs of Canadians and help them achieve financial well-being. In this section you will find information and resources to support you in your career.

 

Important Changes to Your Certification

 

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1® certification will be replaced by QAFP certification and all current FPSC Level 1 certificants will automatically become QAFP professionals. Additionally, changes to the paths to certification for both QAFP certification and CFP® certification will be implemented following a transition period.

 

Professional Standards

 

All FP Canada certificants must adhere to rigorous professional standards set and enforced by FP Canada through the FP Canada Standards Council division.

Get to know FP Canada

As of April 1, 2019, Financial Planning Standards Council is now FP Canada. Learn more about the role of our two divisions, the FP Canada Standards Council and the FP Canada Institute.
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Maintain Your Certification

Your certification must be renewed annually by March 31 for CFP professionals and July 31 for FPSC Level 1 certificants.

Next Steps in Your Career

Learn about annual requirements to maintain your certification, explore career and volunteer opportunities and find information about cross-border practice for CFP professionals.

Financial Planner Toolbox

Explore resources created to support you in your career including key publications, consumer research and tools to promote your designation.

Continuing Education

FP Canada certificants have an obligation to ensure that their knowledge and competence remains current by fulfilling annual Continuing Education requirements.

FP Canada Research Foundation

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.