Careers in Financial Planning

Establishing a solid career in the financial services industry takes planning. Where do you begin?

Visit the CFP Certification section of this site to learn all about the “4Es” that support the CFP certification process: Education, Examination, Experience and Ethics, and what is required to Maintain Certification. 

Find out what it's really like to be a practicing financial planner from those who are active in the profession right now. Check out our archived Career Q&As and read the Profiles of CFP® Professionals.  As well, check out this video from ALIS explaining what a career in financial planning is all about. 

Check out our Job Board, where prospective employers post positions for financial planners who are actively seeking CFP certification. 

Media Releases & Advisories

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Code of Ethics147.5 KB
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Profile of the Profession429.87 KB
A statistical report on CFP professionals.
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Career Shopping - Bilingual230.25 KB
Bilingual brochure describing financial planning as a profession.
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Careers in Financial Planning391.82 KB
"Career Shopping" brochure describing a career as a financial planner.
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CFP Professional Competency Matrix483.44 KB
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Addendum to Professional Competency Profile80.17 KB
Outlines recent changes to the CFP Professional Competency Profile.
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CFP Professional Competency Profile1.3 MB

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2010/2011 FPSC Licence Renewals

CFP Professionals can now renew their 2010/2011 FPSC licence online.

 
Renew Now

NEW CFP Certification Process

Effective July 1, 2010, the CFP certification process will change

 
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Find a CFP professional

Check Our Comprehensive Listing of CFP Professionals in Good Standing

 
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FPSC Foundation

Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike.

 
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Student Associates

A Website Exclusively for Students in the Process of Earning CFP Certification 

 
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Programmes d’accréditation de CFP offerts en français

 
CFP offerts en français

Standards Enforcement & Consumer Complaints

 
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CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks 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.