Upgrade to the Chartered Financial Planner® Designation Today!
The Chartered Financial Planner designation is a distinguished credential reintroduced by the Canadian Institute of Financial Planning (CIFP) to provide financial professionals with a recognized path to excellence. If you already hold a financial planning designation, the Chartered Financial Planner offers an exclusive opportunity to elevate your career through advanced standing, recognizing the hard work you've already done.
Why Upgrade to Chartered Financial Planner?
- Trusted Professional Recognition: The FIRST financial planning designation in Canada, dating back to the 1970s, showcasing a legacy of excellence.
- Canadian Owned and Operated: Focused on the unique needs of financial professionals in Canada.
- Approved by FSRA in Ontario: Recognized as a Financial Planner (FP) Designation.
Advanced Standing for Existing Financial Planning Designation Holders
- Streamlined Certification: Bypass redundant education requirements by leveraging your existing designation.
- Examination Exemption: Advanced standing allows you to focus on expanding your expertise instead of repeating what you already know.
Cost-Effective Advancement
- Affordable Renewal: Annual renewal fee is $249 and includes access to CIFP’s continuing education library (a $299 value).
Continuing Education (CE) Made Simple
- 25 CE credits required annually, including 2 ethics credits.
- Chartered Financial Planners receive full access to CIFP’s comprehensive library of continuing education resources to meet their CE needs effortlessly for all designations they hold.*
- Leverage existing CE credits from other recognized designations to meet the Chartered Financial Planner requirements.
Enhance Your Professional Brand
- Stand out with a credential that combines over 45 years of legacy and modern innovation.
- Join a network of professionals committed to financial planning excellence.
Why Choose Chartered Financial Planner?
The Chartered Financial Planner designation is tailored for professionals like you who already hold a financial planning credential but want to take their career to the next level. With advanced standing, you can:
- Streamline your transition to a recognized and trusted designation.
- Showcase your commitment to professional development and ethical practice.
- Maximize your value with cost-effective continuing education and renewal fees.
More Value. More Support. More You.
Elevate your career - Upgrade to the Chartered Financial Planner designation today and demonstrate your expertise, enhance your professional reputation, and gain access to resources that will help you thrive in Canada’s financial planning industry.
Apply Now!
*The CIFP Continuing Education program is pre-approved for CIRO, Insurance and CIFP continuing education credits and can also be claimed for FP Canada credits where applicable.