Montreal Investment Kit

CFP Requirements in Canada

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The Certified Financial Planner or CFP requirements are set, enforced and promoted by the Financial Planning Standards Council - FPSC.

The FPSC implements the highest competency and ethical standards in financial planning for the men and women who have earned the CFP® certification.

The CFP certification assures that the planners adhere to internationally recognized professional standards of competence and ethical practice set in Canada by the FPSC. Canadian financial planners can discuss financial strategies with you, but cannot sell any financial products if they didn't obtain the proper credentials from the Canadian Securities Institute - CSI.

CFP Requirements in Quebec

In Quebec, the regulation governing the offering of financial planning services is Bill 188.

The Institut québécois de planification financière - IQPF is responsible for the education and training of financial planners in Québec.

Financial planning courses and programs are offered by various Quebec universities and by the Canadian Securities Institute - CSI.

The IQPF Professional Development Requirements is the final stage of studies, right before the IQPF exam, which is the last step in the Quebec certification process.

All men and women holding out as financial planners in Quebec or servicing Quebec residents must be authorized to do so by the Autorité des marchés financiers - AMF. Those men and women must only use the title financial planner F.Pl. or planificateur financier Pl.Fin.

To be allowed to provide financial planning services and distribute financial products and services such as insurance and securities, the Quebec financial planners servicing Quebec consumers must hold a right to practice issued by the Autorité des marchés financiers - AMF.

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