The Educational Paths to the PFP:

Three paths are offered through CSI, one path through Mohawk College and two paths through Seneca College.

Route for Bankers

PFP Path Bankers Route

Route for Investment Advisors (IIROC)

PFP Path Bankers Route

Route for Mutal Fund Representatives (MFDA)

PFP Path Bankers Route

Mohawk College Path

2 Year Diploma in Financial Services

PFP Path Mohawk College

Seneca College Paths

Route 1: Business Administration - Financial Planning (BAF)

PFP Path Mohawk College

Route 2: Financial Planning (FIP)

PFP Path Mohawk College


Education : The PFP® requires applicants to complete an approved educational path

Certification Examination : Successfully write the Applied Financial Planning certification examination offered exclusively through the Canadian Securities Institute.

Work Experience : PFP® applicants must have at least 3 years of relevant work experience.

Code of Ethics : When applying for the PFP® you must commit to the PFP® Code of Ethics.

Trademarks : You are also required to agree to the terms of the PFP® Certification Mark Licence Agreement, which grants you the right to use the PFP® trademarks in your own marketing.

Application/Licence : The initial application fee is $275 and includes your licence fee for the year.and your commitment to the maintenance requirements such as continuing education.

To maintain your PFP® designation in good standing, you must:

Learn more about PFP® Maintenance Requirements.

For inquiries about designation requirements, please email us at our special PFP® email address.

CSI holds itself to the highest standards of honesty, transparency and fairness when dealings with clients, students, designation holders and regulators.
We are committed to ensuring impartiality in carrying out our PFP® certification activities (e.g., certification examination results and other decisions related to granting designations). We actively manage conflicts of interest to ensure objectivity.
Learn more about the appeals policies and processes for certification examinations.
To appeal other certification decisions please email us.