Picture your career as a professional financial planner.

Professional financial planners work for Canadian banks, wealth management companies, investment companies, insurance firms and as independent entrepreneurial practitioners. The scope of employment opportunities is almost endless. You can choose between large corporations with lots of room to grow or smaller boutique firms where your expertise and skills can shine.

But more important than where you work is the group of people you work for and with, side by side: Your clients. Professional financial planners choose this career path because they want to help people. Their best days are when their clients achieve financial well-being: Confidence in the future, resiliency for today, prepared for whatever the future holds.

To achieve that, professional planners need to do more than recommend investments. They need to understand wills, savings vehicles, insurance, tax planning, estate planning and even family dynamics. Professional financial planners become the trusted partners in each client’s entire financial journey.

It’s a significant obligation. It is also rewarding beyond well-paying positions and almost unlimited career possibilities. You get to see families grow, and with the right relationship skills, you become a part of their success.

Financial Planning Certifications Offered by FP Canada™

FP Canada, the leader in Canadian financial planning education and certification, offers two options that give candidates a choice of serving the financial planning needs of most Canadians – QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification -and meeting the needs of Canadians with more complex financial situations – CERTIFIED FINANCIAL PLANNER^® certification. Candidates can also start with their QAFP^® certification, begin their career, and then continue on with CFP^® certification as their career grows and evolves.

QAFP Certification

Advice for today’s speed of life
An ideal match for a new generation of wealth builders
Education tailored for career acceleration
A direct bridge to CFP certification when the time is right

CFP Certification

The world’s gold standard in financial planning
A perfect match for high net worth clients and clients with complex financial scenarios
Positions you to help clients live life confidently
The world’s most recognized financial planning certification

How do financial planning professionals spend their days?

Helping Canadians from all walks of life achieve their financial goals – advancing their careers with employers and as independents – defining and finding the work life balance that fits them and their families: How do successful practicing financial planning professionals spend their time? Watch these videos to do a deep dive into the practices and lifestyles of real financial planning professionals from across Canada.

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CFP CERTIFICATION

QAFP CERTIFICATION