BECOMING A PFP®
The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada. It ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s unique and ever-changing financial situation.
When you earn the PFP®, you become one of 3500 financial planners to hold the premier designation recognized and adopted by Canada’s largest financial institutions - and held to the highest standards through its ISO 17024 accreditation.
A Flexible Path to Financial Planning
The path to the PFP® helps you progress from a financial services generalist to a financial planner. It’s flexible - courses and certification exams can be written any time of the year - and there are tailored paths for:
- Banking professionals
- Mutual fund professionals
- Securities professionals
WHY BECOME A PFP®?
In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your PFP® designation provides you with the following benefits:
- National promotion and advertising campaigns that create awareness of the PFP® designation, including opportunities to be featured
- You will be listed in the PFP® Directory, which helps clients find you and verify your credentials
- Access to:
- PFP® trademark designation letters:
the right to use in marketing materials to promote your credentials
- PFP® Portal login:
unlock online resources, publications and customizable marketing materials to help you build your practice
- PFP® LinkedIn Membership Network:
Access to the member’s only PFP networking group on LinkedIn
- Exclusive webinars:
stay on top of the latest industry topics
- Advanced standing into Dalhousie's MBA in Financial Services
PFP® designation holders in good standing are eligible to receive credit for up to 3 MBA courses. Learn more about Dalhousie's MBA in Financial Services.
- Discounted CE Packages – exclusively for designation holders
Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.
Harness your potential with the PFP® letters.
FIND OUT WHAT IT TAKES
MET THE REQUIREMENTS? APPLY NOW!
NOTE: FOR QUEBEC-BASED FINANCIAL PROFESSIONALS The PFP® designation cannot be used in Quebec due to provincial regulations. Financial planners in Quebec must hold the Pl. Fin. designation. Learn more about CSI's financial planning program for Quebec