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Capstone Course

The fourth step to obtaining Certified Financial Planner® certification is to complete an FPSC-Approved Capstone Course. When you’ve accomplished that, you’ll qualify to write the CFP® examination.

If you’re an FPSC Level 1® Certificant in Financial Planning, an FPSC-Approved Capstone Course qualifies for the equivalent of two years of CE requirements. 

Timing

You must successfully complete the CFP examination within four years (or four attempts) of successfully completing an FPSC-Approved Capstone Course. If you are not successful on the exam within four years (or four attempts), you will need to successfully repeat the Capstone Course.

You may also complete it prior to writing the FPSC Level 1 examination. 

Find a Program

FPSC-Approved Capstone Courses, which vary in their delivery format, are offered by several institutions throughout Canada.

View FPSC-Approved Capstone Course programs

Fast Track: Routes to CFP Certification

If you hold relevant financial planning qualifications or other relevant professional qualifications, you may qualify for exemption from the FPSC-Approved Capstone Course requirement and may apply to write the CFP examination.

View Routes to CFP Certification

Discontinued Capstone Courses

If you’ve completed a discontinued Capstone Course, you may still be eligible to write the CFP examination. You must have completed the program when it was still approved and you must attempt the CFP examination within four years of the date you completed the program.

View Discontinued Capstone Courses