Personal Financial Planners (PFP)

   What is a Personal Financial Planner?

The PFP designation ensures applicants possess the knowledge, skills and attributes to evaluate and manage various wealth forms to optimize their clients' financial situations.  This certification opens doors for professionals who will come up against personal advisory services' most challenging and complex aspects.  It also reflects your standard of care when it comes to ethical and moral business conduct.

    Which organization gives the designation for Personal Financial Planners in Ontario? 

CSI Global Education
Address: 200 Wellington Street West, 15th Floor, Toronto, ON M5V 3C7
Phone: 416-364-9130
Toll Free: 1-866-866-2601
Fax: 416-359-0486
Email: [email protected]

         What are the steps to become a Personal Financial Planner?      

1.   Research the profession in Ontario

The first step is to research the profession in Ontario to determine if it is right for you.  This would include looking at the other designations such as Certified Financial Planner (CFP).

2.   Review the certification criteria and make note of all documents, tests, and requirements that are necessary to obtain

The Personal Financial Planner section of the CSI website provides the various paths of the certification process.  

3.   Select a path

Once you decide that you are interested in getting the PFP certification, you should select and enrol in one of two paths: Canadian Securities Course or Investment Funds in Canada.  Undertake each of the requirements set out in the path, which include work experience, additional training and examination until they have all been met for you to qualify for your certification. 

    Is it possible for my international work experience and credentials to help me become a Personal Financial Planner in Ontario? 

Your international work experiences and credentials can enhance your competitiveness.  However, you still need some relevant Canadian work experience and credentials in Canada to become a Personal Financial Planner.

   What are soft skills and are they important for this profession?

Soft skills refer to a set of non-technical or interpersonal skills that influence how individuals interact with each other.  They are important for all professions.  Canadian employers across all fields and industries have identified the lack of Canadian-specific soft skills and professional workplace communication as the greatest barrier to employment for internationally-trained professionals, regardless of the individual’s qualifications and education.  Understanding the local language and customs of business is the key to success in any workplace.

   What are some Professions North/Nord (PNN) services that can help?

Portfolio Development
Sign Post
Intercultural Communication for the Canadian Workplace (ICCW)

     Is there financial aid available?  

Since the Personal Financial Planner certification is provided by an industry education body and not a college or university, financial aid is often not available.  However, certain employers subsidize in part or in full the cost of certification for their employees.

   What are some other useful resources/links for this profession?

Canadian Securities Institute 

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