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

Effective January 1, 2020, individuals who hold one of the following relevant professional qualifications, in good standing: CPA; CFA; FCIA or LL.B./J.D., may pursue the Relevant Professional Qualifications Path to CFP Certification. For more information, please refer to the CFP Certification Policies – effective January 1, 2020.

In addition, candidates with other designations or licenses may qualify for education exemptions from components of FP Canada’s Core Curriculum and Advanced Curriculum. Learn More

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

4 Steps to CFP Certification

To begin the Relevant Professional Qualifications Path to CFP Certification, you must hold one of the following relevant professional qualifications, in good standing: CPA; CFA; FCIA or LL.B./J.D., and apply for an Alternate Path to CFP Certification. The next step is to complete the CFP Professional Education Program. You may then 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.

Apply for an Alternate Path to Certification as a Holder of a Relevant Professional Qualifications (CPA; CFA; FCIA or LL.B./J.D.)

You must hold one of the following relevant professional qualifications, in good standing with your professional body: CPA; CFA; FCIA or LL.B./J.D., and submit an application for an Alternate Path to CFP Certification.

CFP Professional Education Program

Complete the CFP Professional Education Program.
Learn More About the CFP Professional Education Program

Helpful Resources
CFP Certification PoliciesEffective January 1, 2020

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 Exam

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