Practice financial planning anywhere in Canada! 

Thanks to a mutual recognition framework between the Institute of Financial Planning and FP Canada, it's now easier than ever to hold both the F.Pl. and CERTIFIED FINANCIAL PLANNER^® (CFP^®) designations.

Are you an F.Pl.?

Get CFP certification without taking the FP Canada certification exam! Simply complete the FP Canada Institute™ CFP Certification Program for F.Pl. Professionals, designed to recognize your professional qualifications, and pass the final assessment. Once you've completed this step, if you meet the experience and other eligibility requirements, you'll be eligible to apply for CFP certification.

Recognized by the Financial Services Regulatory Authority of Ontario (FSRA), this designation opens doors to the practice of financial planning everywhere in Canada.

Visit the FP Canada website to find out more and take this next step in your career.

Find out more

Accreditation

This program is accredited for professional development units:

• Institute of Financial Planning: 15 SFPA PDUs and 5 SC-FP PDUs
• IIROC: 20 professional development credits and 10 compliance credits
• Mutual Fund Dealers (MFD): 25 professional development credits and 8 ethics credits