To qualify for the PFP® designation, you must meet the following work experience requirements:
  • Minimum 3 years of experience within the past 7 years in a financial planning/advising role
  • Work experience evaluation is composed of 8 competencies and 114 elements of competency
  • You must have performed at least 97 of the 114 PFP® elements of competency at a satisfactory level to be considered for the designation
  • Work experience outside of Canada can be applied, as long as it meets the requirements
  • Use the PFP® Work Experience Declaration - Assessment Tool to find out if your experience qualifies

Part of the application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on their application form.

  • Individuals who can verify experience should be a current or recent employer/supervisor
  • Self-employed individuals must provide verification from a previous employer or a close peer who holds a financial services designation (e.g., a CIM®, PFP®, FICB, CFA, CA, CFP) - in such a case, CSI may request further documentation
  • CSI will accept a corporate PFP® work experience attestation from an employer confirming that an applicant has fulfilled 42 of 50 competency elements