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Personal Financial Planner (PFP®)

What Are The Requirements to Become a PFP®

  1. Education
    • The PFP® requires applicants to complete an approved education path
  2. Certification Examination
  3. Work Experience
  4. Code of Ethics
    • When applying for the PFP® you must commit to the PFP® Code of Ethics.
  5. Trademarks
  6. Application/Licence
    • The initial application fee is $275 and includes your licence fee for the year.and your commitment to the maintenance requirements such as continuing education. For more information, please visit the PFP requirements page.

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

PFP Path Bankers Route

Route for Investment Advisors (IIROC)

PFP Path Bankers Route

Route for Mutual Fund Representatives (MFDA)

PFP Path Bankers Route

Mohawk College Path

2 Year Diploma in Financial Services

PFP Path Mohawk College

Seneca College Paths

 

Route 1: Business Administration - Financial Planning (BAF)

PFP Path Mohawk College

Route 2: Financial Planning (FIP)

PFP Path Mohawk College

Route 3: Financial Services Management (FSM)

PFP Path Mohawk College

Fanshawe College Paths

 

Route 1: Business-Finance Diploma (BFN4/5)

 

PFP Fanshaw College

Route 2: Collaborative Program with King's (BFN6/7)

 

PFP Fanshaw College

Route 3: Post-Grad Certificate Program (FSP1)

 

PFP Fanshaw College

 

NOTICE: 5-YEAR RULE

The 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 EXEMPTIONS

Individuals 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 EXAMINATION

The 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 Limit

Candidates 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® FAQs

Looking for more information on the Personal Financial Planner (PFP®) designation? Check out our most frequently asked questions.