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Your Career in Financial Planning

Become a Certified Necessity®

So, you’re interested in a career in financial planning. Excellent choice. Financial planners are in demand now and will be even more in the future.

The Standard

Helping people plan for their future financially isn't just a way to make a living. It’s a way to make a difference. When you become a Certified Financial Planner® professional, you have the opportunity to give clients peace of mind. CFP® certification is the most widely recognized financial planning designation in Canada and is considered the standard for the profession, representing the highest level of competence, ethics and practice.

And along with providing your clients peace of mind, there are compensation benefits to certification. CFP professionals often earn more than those who are not certified, and 65% earn more than $100,000 per year.

The sooner you get started, the sooner you can enjoy the advantages and satisfaction of being a CFP professional.

A Rewarding Future is Around the Corner

  1. Visit the Path to CFP Certification section to learn about the CFP certification process.

  2. Register now to access exclusive resources like our Job Board, where prospective employers post positions for financial planners who are actively seeking CFP certification. 

A recent Canadian Living article listed ‘financial manager’ in its list of the 10 hottest professions, citing its high employment rate.

According to CareerCastfinancial planning is one of the best jobs there is.
The timing is perfect for entering the profession because currently 44% of CFP professionals are over the age of 50. They’ll be retiring in the next few years, and their clients will need someone to take on that vital role. You’re in an ideal position to fill the gap.

“Careers in the financial industry, particularly financial planning, will continue to be in top demand in 2014 due to retirement and increased demand for financial planning advice”

~Canadian Business magazine

Get Started Today

  • Speak to an academic advisor.
  • Find out what courses/electives you can take to cover the CFP certification Core Curriculum requirement.
  • Look for internship opportunities where you can gain personal financial planning experience.
  • Find out what it's really like to be a practicing financial planner from those who are active in the profession right now. Check out the Career FAQs and read the Profiles of CFP professionals.
  • Click here for more information on future career prospects, potential income, and the types of firms where CFP professionals work.