Certified Financial Planner (CFP) is one of the top designations that a financial planner can earn. It is an internationally recognized designation pursued by individuals in legal, tax, and investment professions.
A CFP is qualified to advise clients regarding their investments, taxes, estates, insurance and retirement planning.
To obtain CFP certification, applicants must successfully complete the required prerequisite courses and a rigorous exam process.
To maintain certification, CFP professionals must keep their knowledge and skills current by completing Continuing Education courses every year. They must also adhere to FP Canada Standards Council’s Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals must always place their client’s interests first.