Choosing A PFP ®

Everyone's financial "personality" is unique - from needs and goals to risk appetite. As we transition into different life stages, our financial situations evolve. A solid financial plan - and a professional to guide us through - is critical. A financial advisor can build a plan that fits and - most importantly - keep us on track, even when life throws us curveballs.

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 ever-changing financial situation.

Those who choose to work with a PFP® can feel confident that they have a financial plan in place that fits their unique needs. Not only do PFP®s provide clients with financial advice - they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfil maintenance requirements to make sure they always bring their best to the table.

Meeting the Highest Standards: ISO 17024 Accreditation

The PFP® is 1 of only 4 financial services credentials to meet the highest certification standards in North America: ISO 17024 (granted by the American National Standards Institute in 2012). ISO 17024 acknowledges that:

  • The Canadian Securities Institute® (CSI) meets recognized global standards for certification bodies
  • Those who earn the PFP ®letters meet the most rigorous requirements for competency and professionalism

Learn more about the rigorous requirements of the PFP®

Find a PFP ®

Investors are invited to use this Directory to locate qualified financial advisors who have attained PFP® certification.

When you hire an accredited CSI financial professional, you're hiring an expert who has been trained by Canada's most trusted and respected financial services education provider. Since it was established in 1970 as the Canadian Securities Institute, over three-quarters of a million financial professionals have chosen CSI for their career training and development.

Find a PFP Near You

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