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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 learning 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.

PFP Path Mohawk College BMAP

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 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.