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A professional financial plan requires a professional financial planner.

Today in Canada, outside of Quebec, anyone can call themselves a financial planner. There is no regulation that restricts the use of this title. So how will your clients know that the person they've engaged to be their planner has the appropriate knowledge, skills and abilities to earn their trust? They will insist on finding someone who holds the CFP® designation.

Not only does a Certified Financial Planner® professional meet internationally recognized standards of knowledge, skills and abilities, they’re also obligated to follow a code of ethics that prescribes their professional duty to put their clients’ interests first.

To become a CFP professional, candidates must complete a rigorous education program, pass two national exams and have three years of qualifying work experience. And to remain certified they have to complete professional education courses every year and agree to adhere to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1® Certificants in Financial Planning.

CFP certification is recognized worldwide. In Canada, CFP professionals are the largest identifiable body of financial planners in the country—the standard for the industry. Don’t settle for less. 

Resources for Planners and Certificants

Use our search tool to find a planner or certificant near you.

CFP professionals and FPSC Level 1 Certificants in Financial Planning can log in to their FPSC Portal here.

Come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future.

Help your clients understand the value of financial planning, how planning can help navigate through every stage of life, and the importance of working with a qualified planner.

FPSC produces a number of publications related to CFP certification and the financial planning profession.

Check our Job Board often for opportunities for CFP professionals and FPSC Level 1 Certificants in Financial Planning.

Use this website to find useful, actionable information and tools to assist your clients in achieving their financial goals. 

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