ACCREDITED CONTINUING EDUCATION & ONLINE INSURANCE COURSES FOR FUNDAMENTALS OF INSURANCE, CAIB*, RIBO**, ALBERTA GIL & OTHERS

February 1, 2022

Last Updated on August 31, 2022 by MaychelleN

If you’ve ever invested or been to a bank, you might have come across the CFP designation. But what is it really? CFP stands for Certified Financial Planner and is the most recognized financial planning designation in Canada and globally.

Financial planner reviewing charts

What is the CFP certification?

While anyone can be a financial planner here in Canada, the certification assures clients that you are a well-educated professional with your clients’ best interests at heart.

In Canada, there are over 17,000 CFP professionals and over 175,000 worldwide. When you earn your designation, you can be assured that you’re entering the ranks of the best of the best.

How to earn your cfp

To earn this designation, you need to complete an educational program, pass a national exam, and demonstrate 3 years of relevant work experience.

[Update: April 1, 2022] – Candidates must now hold a minimum bachelor’s degree in addition to the above mentioned educational and exam requirements.

Once you have gone through this, you have demonstrated knowledge, skills, experience, and the ethical quality needed to handle clients. To really examine their entire financial life and deal with even the most complex situations.

Continuing education requirements

Although you don’t have to take the exams again, the certification is not permanent. You need to renew it every year by March 31st and meet your FP Canada continuing education requirements.

In order to maintain your certification, you need to complete 25 hours of CE credits each year.

Jacques Wong is the CEO and Director of Education at PNC Learning. An award-winning licensed insurance broker with over 15 years of experience in both education and the insurance industry, Jacques is recognized for his expertise and effective communication strategies. He achieved the highest provincial scores on his CAIB* 3 and CAIB* 4 exams and contributes to leading insurance publications. Jacques is dedicated to making insurance knowledge accessible for everyone through his unique approach and online content.

Jacques Wong

 Jacques wong

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