Personal Financial Planner (PFP®)What Are The Requirements to Become a PFP®
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 Mutal Fund Representatives (MFDA)
Mohawk College Path2 Year Diploma in Financial Services
Seneca College PathsRoute 1: Financial Planning (BAF) and Business Administration
Route 2: Accounting and Financial Planning
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. 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. |
