Foreign CFP® Professional Path to CFP Certification – In Effect January 1, 2020

Effective January 1, 2020, 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 expedite the certification process for such individuals. For more information, please refer to the CFP Certification Policies – effective January 1, 2020.

Explore the steps below to understand your path to certification.

4 Steps to CFP Certification

To begin the Foreign CFP Professional Path to CFP Certification, you must be a current CFP professional from a Financial Planning Standards Board (FPSB) member territory, and apply for an Alternate Path to CFP Certification. The next step is to write the CFP examination. Once you have passed the CFP exam and completed three years of qualifying work experience, you may apply for CFP certification. You must also complete the CFP Professional Education Program within one year of CFP 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.
Learn More About Cross-Border Practice for CFP Professionals

Helpful Resources
Financial Planning Standards Board (FPSB) member territoriesEffective January 1, 2020
FPSB’s Cross-Border Marks Use Policy

CFP Examination

Write the CFP examination. The first CFP examination based on the new requirements for CFP certification ( effective January 1, 2020 ) will be held in June 2020. It will follow a similar format to the 2019 CFP exams.
Learn More About the Exam

Helpful Resources
CFP Exam Study Toolkit
FAQ: CFP Examination

Apply for CFP® Certification

Once you’ve completed three years of qualifying work experience, you’re ready to apply for CFP certification.
Learn More About Work Experience Requirements

Helpful Resources
CFP Certification PoliciesEffective January 1, 2020
FP Canada Standards Council Standards of Professional Responsibility

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 exam.
Learn More About CFP Professional Education Program

Helpful Resources
CFP Certification PoliciesEffective January 1, 2020