Pl. Fin. Path to CFP® Certification
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.
Explore the steps below or click the diagram on the right to learn more about 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 write the CFP examination.
You may apply for CFP certification once you have passed the CFP examination and complete three years of qualifying work experience.
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. 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.
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.
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 requirements FAQ page.
Learn more about work experience requirements
Learn more about post-secondary education requirements