About the PFP® Leading Financial Industry Standards.
The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada's largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client's financial situation.
When you earn the PFP®, you will hold the premier designation recognized and adopted by Canada's largest financial institutions - and held to the highest standards through its ISO 17024 accreditation.
Benefits of 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
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
- PFP® LinkedIn Membership Network:
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
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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