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.

REQUEST MORE INFORMATION




Would you like to keep informed about CSI's products and promotions?

Yes      No

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
  • You will be listed in CSI's 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

Path to PFP

Path toPFP®

Learn More
Renew PFP<sup>®</sup>

RenewPFP®

Learn More
Learning path

Connect with PFP® holder

Learn More

Designation Holder Speaks