CFP® professionals add value to a variety of organizations, such as banks, credit unions, insurance companies and financial planning firms.
CFP certification is the most prevalent and widely recognized financial planning designation in the world today. There are 17,500 CFP professionals across Canada - part of a global community of 150,000 CFP professionals in 25 territories around the world.
Increasingly, Canadians selecting a financial planner demand the CFP Marks as assurance that their planner has achieved the highest standards of knowledge, skills, abilities and ethics. Clients working with a CFP professional know that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
A Commitment to Financial Planning Excellence
Long considered the standard in financial planning, CFP professionals are committed to the highest standards and levels of expertise. CFP professionals demonstrate financial planning competence through extensive education; a rigorous standardized national examination process; comprehensive continuing education requirements; and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body. A CFP professional ensures that clients’ evolving needs are well-served, today and in the future.