Qualifying work experience is based on a 35-hour work week and is defined as full-time (or equivalent part-time) financial planning related employment or self-employment.
Experience must involve application of the knowledge, skills and abilities described in the FPSC Competency Profile and should help candidates in the application of financial planning processes to meet client needs. Experience may include performance of any or all of the following activities:
- Financial Management
- Investment Planning
- Insurance and Risk Management
- Tax Planning
- Retirement Planning
- Estate Planning (including Legal Aspects)
Roles that support the client-planner relationship, including assisting or supporting planners or advisors, will qualify if they meet the above criteria.
Teaching financial planning courses at a post-secondary level qualifies as relevant work experience where the courses include the application of the knowledge, skills and abilities described in the FPSC Competency Profile. Financial planning research that incorporates real-world integrated financial planning situations may qualify as relevant work experience, depending on the specific nature of the research.
Work experience gained outside Canada will be considered, provided it is generally equivalent to experience that might have been gained in Canada.