The first step to obtaining Certified Financial Planner® certification is to complete an FPSC-approved Core Curriculum program. When you’ve accomplished that, you’ll qualify to write the FPSC Level 1® Examination in Financial Planning.
You must successfully complete the FPSC Level 1 examination within four years (or four attempts) of successfully completing an FPSC-Approved Core Curriculum program. If you are not successful on the exam within four years (or four attempts), you will need to successfully repeat the Core Curriculum program.
Find a Program
FPSC-approved Core Curriculum programs, which vary in their delivery format, are offered by several institutions throughout Canada.
View FPSC’s Core Curriculum Directory
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 Core Curriculum requirement and may apply to write the FPSC Level 1 examination.
View Routes to CFP Certification
Discontinued Core Curriculum Programs
If you’ve completed a discontinued Core Curriculum program, you may still be eligible to write the FPSC Level 1 examination. You must have completed the program when it was still approved and you must attempt the FPSC Level 1 examination within four years of the date you completed the program.
View Discontinued Core Curriculum Programs