PFP ® REQUIREMENTS
Education : The PFP® requires applicants to complete an approved education 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 $325 and includes your licence fee for the year, your commitment to the maintenance requirements and your Fit and Proper Declaration.
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 $325 (annually)
Learn more about PFP® Maintenance Requirements.
For inquiries about designation requirements, please email us at our special PFP® email address.