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

application/pdf iconCode of Ethics359.64 KB
application/pdf iconFall 2009 Bulletin640.08 KB
application/pdf iconProfile of the Profession429.87 KB
A statistical report on CFP professionals.
application/pdf iconCareer Shopping - Bilingual230.25 KB
Bilingual brochure describing financial planning as a profession.
application/pdf iconCareers in Financial Planning391.82 KB
"Career Shopping" brochure describing a career as a financial planner.
application/pdf iconProfessional Competency Matrix170.91 KB
application/pdf iconAddendum to Professional Competency Profile80.17 KB
Outlines recent changes to the CFP Professional Competency Profile.
application/pdf iconCFP Professional Competency Profile3.13 MB

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Financial Planning Week 2010

Financial Planning Standards Council has declared October 4-10 as Financial Planning Week.

 
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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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Programmes d’accréditation de CFP offerts en français

 
CFP offerts en français

Standards Enforcement & Consumer Complaints

 
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Find a CFP professional

Check our comprehensive listing of CFP professionals in good standing

 
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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.