Prospective CFP® professionals complete an FPSC-Approved Capstone Course prior to writing the CFP examination. The course is also eligible for 24 credits (the equivalent of two years) of Continuing Education requirements for FPSC Level 1® Certificants in Financial Planning and for CFP professionals certified before July 2010. The Capstone Course includes the completion of a comprehensive financial plan based on an FPSC-developed case study, which demonstrates that candidates can apply and integrate technical knowledge across Core Curriculum courses.
Educators wishing to be considered as Capstone Course providers must ensure that all aspects of the
Competency Profile are covered, with emphasis on the fundamental financial planning practices, integration of financial planning areas and professional skills. As well, each student must prepare and submit an independent financial plan based on an FPSC case study as one element of the course assessment. Applications for approval must also adhere to the Educator Guidelines for FPSC-Approved Capstone Courses
To learn more about FPSC’s requirements and the application process, please contact Kelly Becken, Education Consultant
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
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