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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