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.
Maintaining Your Certification

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.

Next Steps in Your Career

Explore career and volunteer opportunities.

Financial Planner Toolkit

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.

Continuing Education

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.

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.



    Resources

    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.