CERTIFIED FINANCIAL PLANNER® certification: Recognized by consumers as the gold standard worldwide.
As the financial well-being of individuals and families grow more complex, they look for CFP® professionals, the gold standard in Canadian financial planning. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. CFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner title in Ontario.
- Trusted not-for-profit FP Canada™ certification.
- The most widely recognized financial planning certification in the world.
- Guide clients through all aspects of financial planning including financial management, investments, retirement, insurance, estate and tax.
A Day in the Life:
Kelly Pope-Wiley,
BBA, RRC, CFP IG Wealth Management
A Day in the Life:
Daniel Dignard,
CFP, RRC Senior Financial Partner, CIBC Imperial Service
Kelly Ho
CFP® Professional DLD Financial, British Columbia
“It’s really about how to make someone’s life better, and to make them feel better about what’s going to happen in the future.”
Fred Zhou
CFP® Professional, TD Wealth, British Columbia
“Knowledge can be acquired. Soft skills, like empathy, compassion and the ability to communicate aren’t easily learned. You need to like being in front of people.”
FAQs
You can learn more about courses and education programs on the course catalogue page. If you have specific questions you can also book a free career consultation.
About 55% of CFP professionals reported earning over $100,000 per year and 28% of CFP professionals reported earning over $200,000 per year, This is based on self-reported data from January 1 – December 31, 2022.
CFP professionals work with some of the largest financial institutions in Canada. Here are some organizations that employ the largest number of CFP professionals in Canada, based on self-reported data from January 1 – December 31, 2022: RBC, IG Wealth Management, TD Canada Trust, CIBC, BMO, Scotiabank, Sun Life and Canada Life, among others.