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2017/2018 CFP® CERTIFICATION RENEWAL
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2017/2018 Application for CFP Certification Renewal Now Available

Your CFP certification will expire on March 31, 2017. We encourage you to complete the renewal application prior to this date to ensure you continue to experience the benefits of CFP certification and avoid late fees.

As a CFP professional, you have achieved internationally recognized standards of knowledge, skills, abilities and ethics. Your CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own. Act now to maintain your CFP certification—the standard in financial planning.

Your Next Steps:

  1. Access the renewal application on your FPSC Portal. Enter your FPSC ID and password and then click the “Sign In” button. (If you have forgotten your password, click the “Forgot Password” link, enter your FPSC ID and answer the password hint to reset your password.)
  2. Access your renewal applications on your homepage or using the “CFP Certification Renewal” link in the menu bar.
  3. Fill out the renewal application form (this will take approximately 10 minutes) and submit. You will be emailed the results of your application within approximately two weeks of submission.
  4. If you prefer to submit your renewal application by mail or fax, a manual version of the renewal application is available here

Questions?

For assistance, please contact FPSC Stakeholder Support at inform@fpsc.ca, 416.593.8587 or 1.800.305.9886


A Year in Review

2016 may well be remembered as the year that the financial services industry joined the digital information age. 

Partly as a result of regulatory change, partly digital disruption and partly growing consumer awareness, 2016 saw exponential acceleration of the industry’s evolution from a product-centric to a professional business, where the role of the human advisor vis-à-vis technology is in the advisor’s ability to take a holistic view of the client, provide an unwavering commitment to professional ethics, and in their ability to provide the non-technical professional skills that technology can’t deliver. 

In this environment of evolution and change, I’m pleased to report on a number of initiatives that FPSC undertook this past year to ensure CFP® certification and the financial planning profession are more relevant than ever. I've highlighted a few of them here. 

Frequently Asked Questions about 2017/2018 Renewal

Maintaining Your CFP Certification

Annual requirements for CFP certification include:

Please note any 2017/2018 renewal application received after May 31, 2017 will be subject to a reinstatement fee of $447 plus taxes in addition to the annual renewal fee.

Reinstating Your Lapsed or Cancelled Certification

If you are a former CFP professional, you are permitted to reinstate within five years of your last CFP certification expiration date, subject to the following reinstatement policies:

You must: 

Continuing Education Requirements

  • CE supporting documentation for all CE activities required to reinstate your certification
  • You will be requested to log in to your FPSC Portal, and report your CE through “View/Update CE”.

Reinstatement Processing Timelines

  • Your application will be reviewed once you have reported your CE, submitted supporting CE documentation for review and submitted the reinstatement fee.
  • The application process generally takes 5-10 business days from the date you have submitted all required items.