Personal Financial Planner (PFP®)

The premier credential for financial planners

What is the Personal Financial Planner (PFP®) designation?

The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada’s largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client’s financial situation.

The PFP® Professional Competency Profile provides an overview of the responsibilities, skills and knowledge that are unique to someone who holds the PFP® designation. It is the foundational document for the Personal Financial Planner (PFP®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation.

When you earn the PFP®, you will hold the premier designation recognized and adopted by Canada’s largest financial institutions and held to the highest standards through its ISO 17024 accreditation.

Meeting the Highest Standards: ISO 17024 Accreditation

The PFP® is one of only four financial services credentials to meet the highest certification standards in North America: ISO 17024, granted by the American National Standards Institute in 2012. ISO 17024 acknowledges that: What is the Personal Financial Planner (PFP®) designation?

  • The Canadian Securities Institute (CSI) meets recognized global standards for certification bodies
  • Those who earn the PFP® letters meet the most rigorous requirements for competency and professionalism

What is the Financial Planning Regulation in Canada?

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Ontario

The Financial Services Regulatory Authority of Ontario (FRSA) Financial Professionals Title Protection Rule came into effect in March 2022 which limits the use of the title of “financial planner” in Ontario to individuals who have obtained a credential from a credentialing body approved by FSRA.

CSI is pleased to be approved as a credentialing body by the FRSA under the Financial Professionals Title Protection Framework. The approval of our Personal Financial Planner (PFP®) designation will enable present and future PFP® designation holders to use the Financial Planning title in Ontario.

Saskatchewan

The Financial and Consumer Affairs Authority of Saskatchewan (FCAA or the Authority) publishing for comment Proposed Regulations [2021-001] – The Financial Planners and Financial Advisors Regulations (the Proposed Regulations) under The Financial Planners and Financial Advisors Act (FPFAA). This legislation is intended to limit the use of the titles of “financial planner” and “financial advisor.” It is still in the public comment phase.

New Brunswick

The Financial and Consumer Services Commission of New Brunswick (“FCNB”) is seeking public comment on potential approaches to the regulation of the titles “Financial Planner” and “Financial Advisor” in New Brunswick.

Quebec

The PFP® designation cannot be used in Quebec due to provincial regulations. To use the title “Financial Planner” in Quebec, individuals must hold the Pl. Fin. designation. CSI has a Financial Planning Education Program for Quebec, which prepares individuals to attain the Pl. Fin designation.

What are PFP® holders saying?

Joshua Wong
Marta Sadurska
James Bilcox
Learn about the Personal Financial Planner (PFP®) designation (Jason)
Madeline

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