FPSC-Approved Education Activities
An education provider may choose to offer one or all of the education components associated with CFP® certification or FPSC Level 1® Certification in Financial Planning. Each education requirement is distinct and subject to specific guidelines and approval processes.
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Educational Requirements for CFP Professionals
Education is a fundamental requirement for earning and maintaining CFP certification. Rigorous educational requirements are a key component of what makes the CFP designation the standard in financial planning.
Educators providing FPSC-approved Core Curriculum and Capstone Courses are in demand by those on the path to certification as a CFP professional - the career choice of approximately 17,000 Canadians and growing - as well as 1,200 FPSC Level 1 certificants. The CFP designation is the financial planning designation most widely recognized by Canadian consumers and employers alike. Interest in becoming a CFP professional – and the need for education that leads to the CFP designation - is expected to increase in the coming years.
Candidates for CFP certification or FPSC Level 1 certification must complete a set of FPSC-approved Core Curriculum courses. Additionally, an FPSC-approved Capstone Course must be completed by candidates for CFP certification; this course also qualifies for Continuing Education (CE) activities for FPSC Level 1 certificants.
Holders of Relevant Financial Planning Qualifications and Other Relevant Professional Qualifications are eligible to be exempt from certain requirements for CFP certification and FPSC Level 1 certification. Please review Routes to CFP Certification for more details.
To maintain the CFP designation and FPSC Level 1 certification, CFP professionals and FPSC Level 1 certificants must complete CE activities every year.