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, one path through Mohawk College and two paths through Seneca College.

PFP Path BMAP Mohawk College


The PFP® learning path must be completed no more than 5 years before enrolling to write the Applied Financial Planning (AFP) Certification Examination. If an individual has exceeded the 5-year timeline, the Financial Planning II course (or another approved course) must be taken to upgrade knowledge. (Note: If your enrolment in the AFP Certification Examination expires prior to your writing the examination(s), the 5 year rule is applied back to the original time of completion of your 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.