PFP LEARNING PATHS
The learning path leading to the PFP® designation provides the skills and knowledge that reflect today’s industry best practices, helping client-focused professionals align their education with career goals.
Each course is designed to build knowledge while progressing one’s career. To earn the PFP® designation, applicants must also have 3 years of relevant work experience.
The PFP® requires applicants to complete an approved learning path prior to taking the AFP certification exam. Three paths are offered through CSI, and one path through Mohawk College.
Route 1 – Financial Planning (BAF) and Business Administration
Route 2 – Accounting & Financial Planning
NOTICE: 5-YEAR RULEThe PFP® learning path must be completed no more than 5 years before applying to write the Applied Financial Planning (AFP) Certification Examination. If an individual has exceeded the 5-year timeline, the Financial Planning II course (or equivalent) will need to be retaken.
Individuals must apply for the designation within 5 years of successfully completing the Applied Financial Planning (AFP) Certification Examination. If you do not qualify for the designation within this 5-year period, you will be required to re-take the AFP (you will not be required to re-take the other courses along the learning path).
Advanced standing information for F.Pl. or CFP designation holders:
Individuals who hold the Certified Financial Planner (CFP®) or F.Pl. designation granted by the Insitut québécois de planification financière (IQPF) may apply directly to write the AFP Certification Examination. Candidates will be required to provide proof of good standing of their qualification and must meet all other PFP® designation requirements.
Individuals who have completed recognized financial planning courses from educational providers other than CSI can apply for course exemptions. Use the Exemption Request Form to apply for a course exemption.Course providers that would like to have their programs assessed for approval as an educational route to the PFP® should contact CSI after reviewing the accreditation information.