Post Secondary Institute Micro Site


To qualify for the PFP® designation, you must meet the following work experience requirements:

  • Minimum 3 years of experience within the past 7 years in a financial planning/advising role
  • Work experience evaluation is composed of 9 core competencies and 50 elements of competency
  • You must have performed at least 42 of the 50 PFP® elements of competency at a satisfactory level to be considered for the designation

Verifying Your Experience

Part of the application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on their application form.

  • Individuals who can verify experience should be a current or recent employer/supervisor
  • Self-employed individuals must provide verification from a previous employer or a close peer who holds a financial services designation (e.g., a CIM®, PFP®, FICB, CFA, CA, CFP) - in such a case, CSI may request further documentation
  • CSI will accept a corporate PFP® work experience attestation from an employer confirming that an applicant has fulfilled 42 of 50 competency elements


Learn more about PFP® Designation Requirements