The requirements to earn the Personal Financial Planner (PFP®) designation are defined by the PFP® Competency Profile. This profile is aligned with industry best practice and international credentialing standards and provides the knowledge and skills applied by professionals awarded the PFP® designation. It drives the requirements for the education, work experience, the format and coverage of the Applied Financial Planning (AFP) Certification Exam and the ongoing maintenance requirements.
PFP® candidates must complete the below requirements.
The PFP® requires applicants to complete an approved education path. CSI offers three paths to achieve the PFP® designation. Our accredited education partners also offer education paths.
Write and pass the Applied Financial Planning (AFP) Certification Examination offered exclusively through the Canadian Securities Institute
To qualify for the PFP® designation, you must meet the following work experience requirements:
As part of the application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on
their application form.
Misstated or fraudulent reporting of experience will be reported to the Designation Ethics Committee as a violation of the PFP® Code of Ethics and will be considered according to the Ethical Misconduct Process.
When applying for the PFP®, you must commit to the PFP® Code of Ethics.
You are also required to agree to the terms of the PFP® Certification Mark Licence Agreement, which grants you the right to use the PFP® trademarks in your own marketing.
The initial application fee is $325 and includes your license fee for the year, your commitment to the maintenance requirements and your Fit and Proper Declaration.
If you have met the above requirements, apply now, and harness your potential with the PFP®.
CSI holds itself to the highest standards of honesty, transparency and fairness when dealing with clients, students, designation holders and regulators.
We are committed to ensuring impartiality in carrying out our PFP® certification activities (e.g., certification examination results and other decisions related to granting designations). We actively manage conflicts of interest to ensure objectivity.
Learn more about the appeals policies and processes for certification examinations.
To appeal other certification decisions, please email us at firstname.lastname@example.org.