Get your study notes here: https://www.coursetreelearning.com/product-page/cfp-certified-financial-planner-canada-exam-prep-kit
Canada CFP Certified Financial Planner Exam Prep Study Kit CFP Exam Download PDF CFP Exam Questions
The Certified Financial Planner (CFP) designation in Canada is a professional certification for financial planners. It is awarded by the Financial Planning Standards Council (FPSC) and is widely recognized as the gold standard in financial planning.
To become a CFP in Canada, you will need to complete the following steps:
Education: You will need to have a minimum of a bachelor's degree in any field or equivalent education, such as a college diploma in financial planning.
CFP Certification Education Program: You will need to complete an FPSC-approved education program in financial planning that covers all the required topics and meets the educational standards set by the FPSC.
Exam: You will need to pass the FPSC Level 1 Examination in Financial Planning, which is a 6-hour exam that covers financial planning fundamentals.
Work Experience: You will need to have at least 3 years of relevant work experience in financial planning, which must be completed within the 10 years prior to applying for certification.
Ethics: You will need to agree to abide by the FPSC Code of Ethics and Professional Responsibility.
Application: You will need to submit an application for certification and pay the certification fees.
Once you have met all the requirements and have been awarded the CFP designation, you will need to maintain it by completing continuing education requirements and adhering to the FPSC Code of Ethics and Professional Responsibility.