Foreign CFP® Professional Path to CFP Certification
Individuals who hold CFP certification from another Financial Planning Standards Board (FPSB) member territory may pursue the Foreign CFP Professional Path to CFP Certification. The program is designed to recognize your prior accomplishments and existing certification the certification process for such individuals. For more information, please refer to the CFP Certification Policies.
Explore the steps below or click the diagram on the right to learn more about your path to certification.
5 Steps to CFP Certification
To begin the Foreign CFP Professional Path to CFP Certification, you must be a current CFP professional from a FPSB member territory, and apply for an Alternate Path to CFP Certification.
The next step is to complete the Introduction to Professional Ethics course.
Upon completion, you will be eligible to write the CFP examination.
You may apply for CFP certification once you pass the CFP examination and complete three years of qualifying work experience.
To be eligible for CFP certification, applicants must hold a post-secondary degree from an accredited college or university. FP Canada will accept international degrees where there is supporting documentation establishing that the international
degree is equivalent to a Canadian degree. FP Canada will accept international diplomas/degrees where there is supporting documentation establishing that the international diploma/degree is equivalent to a Canadian diploma/degree.
Verification of international credentials is handled through World Education Services.
Candidates will be exempt from post-secondary education requirements if they passed the CFP examination prior to March 31, 2022, have more than 10 years of relevant work experience or have held QAFP certification for a minimum of five
years and are a QAFP professional in good standing.
For more information and additional transition provisions, please visit our post-secondary education requirements FAQ page.
You must complete the CFP Professional Education Program within one year of CFP certification to maintain your certification.
Apply for an Alternate Path to Certification as a Holder of a Foreign CFP Certification
You must hold CFP certification from a Financial Planning Standards Board (FPSB) member territory and submit an application for an Alternate Path to CFP Certification. A $275 non-refundable fee will apply to review the application and verify your eligibility. To view a complete list of FP Canada fees, refer to the FP Canada Fee Schedule.
FPSB member territories
Write the CFP examination. The CFP examination is a six-hour, computer-based exam consisting of a combination of stand-alone, multiple-choice (20%-30%), and case-based constructed-response (70%-80%) questions. The test specifications are published in the FP Canada Blueprint: CFP Examination. Each question on the exam focuses on specific elements of the FP Canada Standards Council™ Competency Profile and integrates several financial planning areas. The CFP exam is administered three times a year, can be taken in-person at a testing centre or via online proctoring and is available in English and French (on request). Learn more about the CFP examination.
Apply for CFP Certification
Once you have completed three years of qualifying work experience, you are ready to apply for CFP certification. Work experience earned outside of Canada will be considered, provided it meets FP Canada’s definition of qualifying work experience.
Note: A post-secondary degree is a requirement for CFP certification. For more information on exceptions and additional transition provisions, please visit our post-secondary education requirement FAQ pages.
Learn more about work experience requirements
Learn more about post-secondary education requirements
CFP Professional Education Program
Enrol in the CFP Professional Education Program. Complete the CFP Professional Education Program within one year of achieving CFP certification. This program may also be completed prior to writing the CFP examination.
Learn more about the CFP Professional Education Program
CFP Certification Policies