Pl. Fin. Path to CFP® Certification – Effective January 1, 2020

Effective January 1, 2020, licensed financial planners in the province of Québec may pursue the Pl. Fin. Path to CFP Certification. The program is designed to expedite the CFP certification process in recognition of these individuals. For more information, please refer to the CFP Certification Policies – In Effect January 1, 2020.

Explore the steps below or click the diagram to the right to understand your path to certification.

3 steps to get your CFP certification

To begin the Pl. Fin. Path to CFP Certification, you must be a licensed financial planner in the province of Québec, as recognized by the Autorité des marches financiers (AMF) and apply for an Alternate Path to CFP Certification. The next step is to complete the CFP examination. Once you have passed the CFP exam and completed three years of qualifying work experience, you may apply for CFP certification.

Apply for an Alternate Path to Certification as a Licensed Financial Planner in the Province of Québec

You must be a licensed financial planner in the province of Québec, as recognized by the Autorité des marches financiers (AMF) and submit an application for an Alternate Path to CFP Certification.

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 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 Policies Effective January 1, 2020
FP Canada Standards Council Standards of Professional Responsibility