At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format. Personal Financial Planner (PFP®)What Are The Requirements to Become a PFP®?
What Are The Educational Paths to the PFP?:Three paths are offered through CSI, one path through Mohawk College and two paths through Seneca College. Route for Bankers
Route for Investment Advisors (IIROC)
Route for Mutual Fund Representatives (MFDA)
Mohawk College Path2 Year Diploma in Financial Services
Seneca College Paths
Route 1: Business Administration - Financial Planning (BAF) Route 2: Financial Planning (FIP) Route 3: Financial Services Management (FSM) Fanshawe College Paths
Route 1: Business-Finance Diploma (BFN4/5)
Route 2: Collaborative Program with King's (BFN6/7)
Route 3: Post-Grad Certificate Program (FSP1)
NOTICE: 5-YEAR RULEThe PFP® learning path must be completed no more than 5 years before enrolling to write the Applied Financial Planning (AFP) Certification Examination. If an individual has exceeded the 5-year timeline, the Financial Planning II course, Financial Planning Integration Course (or another approved course) must be taken to upgrade knowledge. (Note: If your enrolment in the AFP Certification Examination expires prior to your writing the examination(s), the 5 year rule is applied back to the original time of completion of your learning path.) To enrol in a CSI course, or learn about registration in the college program click on the name of the CSI course or the name of the college program. COURSE EXEMPTIONSIndividuals who have completed recognized financial planning courses from educational providers other than CSI can apply for course exemptions. Use the Exemption Request Form to apply for a course exemption. Course providers that would like to have their programs assessed for approval as an educational route to the PFP® should contact CSI after reviewing the accreditation information. AFP CERTIFICATION EXAMINATIONThe Applied Financial Planning (AFP) is the Certification Examination required in order to achieve the Personal Financial Planner (PFP®) designation. It represents the final hurdle for candidates to complete the certification requirements for CSI's Personal Financial Planner (PFP®) designation. For more information about certification requirements, including required work experience, click here. Designation Application Timing LimitCandidates must apply for the PFP® designation within 5 years of successful completion of the AFP Certification Examination. Candidates who do not meet this time line must successfully complete the CSI Financial Planning II course (or equivalent) prior to re-enrolling in the AFP Certification Examination. EXPERIENCE REQUIREMENT: In addition to completing the required courses and examination certification,candidates must have fulfilled a financial planning/financial advising role for three (3) of the last seven (7) years to be eligible for the PFP®designation. For more information on work experience requirements, click here. PFP® FAQsLooking for more information on the Personal Financial Planner (PFP®) designation? Check out our most frequently asked questions. |