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BY Jacques Wong, B.Sc.
April 23, 2026
License/Course Information, FP Canada

CFP Canada

Last Updated on April 23, 2026 by Jacques Wong, B.Sc.

While there isn’t any requirements to become a financial planner, the Certified Financial Planner designation (CFP Canada) is the most widely recognized marker of a highly qualified financial planner in Canada and worldwide.

What Is a cfp certification in canada?

A certified financial planner designation signals to the general public that you are a professional committed to putting your clients’ interests ahead of your own.

The CFP is recognized not just in Canada, but around the world. There are over 175,000 CFP professionals in 26 territories globally and 17,000 in Canada.

People that hold a CFP have demonstrated the knowledge, skills, experience, and ethical qualities needed to advise clients on their overall financial picture.

how to get a cfp designation

To get your CFP, you need to complete an educational program, pass a national exam, and show at least 3 years of relevant work experience.

The minimum educational requirement for the QAFP is a college diploma. The CFP requires a university degree.

There are a few paths to getting your designation:

Direct Path To CFP

The Direct Path involves a 5 step process:

  1. Study the FP Canada-approved Core Curriculum
  2. Complete the FP Canada Ethics Course
  3. Study the FP Canada-approved Advanced Curriculum
  4. Finish the CFP Education Program
  5. Pass the CFP Exam

QAFP Path To CFP

There are 2 ways to navigate the QAFP Path:

Option 1

  1. Complete the QAFP Education Program
  2. Study the Advanced Curriculum
  3. Complete the QAFP-to-CFP Bridge Program
  4. Pass the CFP Exam

Between completing the QAFP program and taking the CFP Exam, you’ll need to have accumulated 3 years of relevant work experience.

Option 2

  1. Earn your QAFP Certification
  2. Within 1 year, take the Advanced Curriculum and the CFP Education Program
  3. Pass the CFP exam

Between the 2 options, Option 2 is probably the most straight forward for most applicants.

Once you get your Certified Financial Planner designation, you also need to complete 25 hours of continuing education each year through CE courses accredited by FP Canada.

About the CFP Canada exam

The CFP exam is 6 hours long and written on a computer. It contains a combination of MCQ (20-30%) and written questions (70-80%).

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Jacques Wong is an award-winning licensed insurance broker with over 15 years of combined experience in education and the insurance industry. His passion for simplifying complex topics began during his extensive teaching career, which equipped him with effective communication strategies.

Jacques' expertise is recognized in the industry. He was awarded academic excellence by the Insurance Council for achieving the highest provincial score (97%) on his CAIB* 3 exam in 2015 and again in 2019 with a remarkable 96% on his CAIB* 4 exam. Leveraging his educational background and proven study methods, Jacques has developed a unique approach to making insurance knowledge accessible for everyone.

Beyond his broking role, Jacques actively shares his expertise as a contributor to leading insurance publications, including Insuranceopedia, Apollo Cover (National MGA), Lime Insure, ReFrame Insurance, and Trusted Union. He has also delivered educational webinars for hundreds of insurance professionals, demonstrating his commitment to fostering industry knowledge.

Jacques Wong is the CEO and director of education at PNC Learning.

Jacques Wong, B.Sc.

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