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
Route for Investment Advisors (IIROC)
Route for Mutal Fund Representatives (MFDA)
Mohawk College Path
2 Year Diploma in Financial Services
Seneca College Paths
Route 1: Financial Planning (BAF) and Business Administration
Route 2: Accounting and Financial Planning
PFP ® REQUIREMENTS
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:
- Complete a minimum of 20 hours of continuing education (CE) (per calendar year)
- Re-commit to the PFP® Code of Ethics (annually)
- Re-commit to the Certification Mark Licence Agreement (annually)
- Pay a licence fee of $275 (annually)
Learn more about PFP® Maintenance Requirements.
For inquiries about designation requirements, please email us at our special PFP® email address.