Relevant Professional Qualifications Path to CFP® Certification
Individuals who hold one of the following 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.
Candidates with other designations or licenses may qualify for education exemptions from components of FP Canada™'s Core Curriculum and Advanced Curriculum requirements.
Learn more about Education Exemptions
Explore the steps below or click the diagram on the right to learn more about 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 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.
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.
Apply for an Alternate Path to Certification as a Holder of a Relevant Professional Qualification (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. 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 first CFP examination based on the new requirements for CFP certification (effective January 1, 2020) will be held in November 2020. It will follow a similar format to prior CFP examinations.
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.
Please note: Effective April 2022, a post-secondary degree will be a requirement for CFP certification.
Learn more about work experience requirements
Learn more about post-secondary education requirements