Enrolling in an FPSC-approved Core Curriculum program is the first step to obtaining Certified Financial Planner® certification or FPSC Level 1® Certification in Financial Planning. Core Curriculum programs are offered by institutions across Canada, both in person and online.
Educators wishing to be considered as Core Curriculum providers must demonstrate how their courses relate to the CFP Professional Competency Profile by providing course learning outcomes and a sampling of financial planning content and assessment items. This ensures a high focus on the practical nature of the competencies as the key driver of learning outcomes. Applications for approval of Core Curriculum courses must also adhere to the Educator Guidelines for FPSC-Approved Core Curriculum Courses.
To learn more about FPSC’s requirements and the application process, please contact Kelly Becken, Education Consultant.
For a list of current FPSC-Approved Core Curriculum providers, please visit the Directory of FPSC-approved Core Curriculum Providers.
The CFP Professional Ambassadors Program offers students in Core Curriculum courses and at career recruitment and networking events a real world look at the career of a CFP professional. Trained, practicing CFP professionals visit classrooms and events across the country to discuss the day-to-day life of a CFP professional and offer a first-hand perspective on a career in financial planning. Get more information and arrange a visit from a CFP Professional Ambassador..
Use our search tool to find a planner or certificant near you.
Continuing education providers can log in to their FPSC Portal here.
Guidance for Educators on using FPSC's trademarks.
FPSC produces a number of publications related to CFP certification and the financial planning profession.
Come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future.
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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