Your certification must be renewed annually by March 31 for CFP® professionals and July 31 for QAFP™ professionals. Learn about annual requirements to maintain your certification.
FP Canada has developed resources to help you promote your professional designation and show your clients the value of financial planning. Each toolkit includes promotional materials, sample guides, the latest research studies, social media tips and resources for you to share with clients.
FP Canada certificants have an obligation to ensure that their knowledge and competence remains current by meeting FP Canada’s annual Continuing Education (CE) requirements.
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.
In this area we have compiled documents found throughout our site so that you can quickly access our key publications, policies and procedures, as well as browse helpful tools for candidates, practicing financial professionals and the Canadian public.