Exclusive Offer to PFP® designation holders: Save $500 on CFP® certification education at the FP Canada Institute™, and be exam-ready in less than 12 months.
The gold standard and world’s most recognized financial planning certification is CERTIFIED FINANCIAL PLANNER® certification. Complete your career advancement journey by taking advantage of this exclusive, time-limited offer for practicing PFPs.
- PFP holders can save $500 on the cost of CFP certification education – 25% of the total cost!
- Complete your education and be exam-ready in less than 12 months.
- Content is tailored for PFP holders to help you leverage past education and complete your CFP certification education faster.
SAVE $500
CFP Certification Program for PFP Credential Holders
HOURS: 100 – 180 over 12 months
FORMAT: Self-paced (virtual)
COST: $2,000 $1,500
EDUCATION DETAILS
- Course content tailored for Personal Financial Planner credential holders and builds on your existing expertise.
- Designed specifically for what PFP holders already know and, as a result, accelerated learning is achievable.
- Technical and professional relationship education meets CFP certification requirements.
- Advanced technical education topics include financial planning for businesses and business owners, and advanced estate and tax planning;
- Learners will expand their understanding of human behaviour, ethical standards and the professional practice of financial planning in more complex scenarios in Canada.
Note: Completing the CFP Certification Program for PFP Credential Holders education program is one step towards certification. Individuals must also meet the minimum education requirements, successfully pass the CFP exam and complete three years of work experience before applying for CFP certification.
CFP professionals work with Canada’s most affluent clients and families with the highest levels of complexity. CFP certification education prepares you for the challenge.
The FP Canada Institute, Canada’s leading financial planning educator, created this exclusive, tailored education program content for PFP holders taking into account past learnings.
Career options expand with your CFP certification. Choose from senior financial planner roles at major financial institutions, wealth boutiques and insurance firms, or be better prepared to start your independent practice.
Have questions about the CFP certification program specifically for PFP holders? FP Canada offers free, virtual and interactive Live Student Q&A Sessions to help answer your questions and provide guidance in your career and education options.
Have questions about the CFP certification program specifically for PFP holders?
FP Canada offers free, virtual and interactive Live Student Q&A Sessions to help answer your questions and provide guidance in your career and education options.