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Championing the advancement of professional financial planning in Canada.
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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.

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.”

(TBD) 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.”


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.

One, clear education path.

The education pathway to CFP certification is now straight-ahead, easy to follow and for the first time, available end-to-end from the FP Canada
Institute™. CE credits and exemptions are available to MFDA and IIROC advisors.

Pathway to CFP Certification

CFP ProfessionalEducation Program Introduction to Professional Ethics Course CFP Exam 25 CE Credits per Calendar Year Three years of qualifying work experience & post secondary degree OR 10 years of qualifying work experience *Completion of an FP Canada-Approved Core and Advanced Curriculum Program meets the Technical Education requirements. Direct Path to CFP ® Certification Technical Education - Fundamentals* Technical Education -Advanced* Develop the knowledge and skills essential to high value, holistic financial planning. Technical content, developed by professional financial planners for aspiring financial planners, positions you to meet the needs of today for tomorrow. Go broader and deeper. Enhance your understanding of financial planning knowledge and sharpen your ability to help clients answer the most complex financial questions. Learning includes all aspects of holistic financial planning at the highest level to help your clients achieve their definition of financial well-being. Understand your obligations: Ethics in practice is the cornerstone of professionalism and what clients look for first when choosing a financial planning partner. Exclusive to CFP certification, the CFP Professional Education Program gives you the skills to handle the most complex client scenarios by helping you understand key behavioral factors that affect client decisions. Interactive learning that includes real-life scenarios give you a marketplace advantage. The six-hour exam is designed to test the competencies you will require in your practice: Real-life scenarios, applicable to what you will encounter serving clients, a true test of your practice knowledge and skills.

Choose the education bundle that fits you best.

CFP certification courses are written by CFP® professionals for aspiring professional financial planners. You get the knowledge and the practical insights.

Talk to FP Canada. Navigate your future 1:1

Book an FP Canada virtual career consultation appointment today and plan your future.