Policies for Applying for CFP Certification

Successful CFP Examination candidates must complete an Application for CFP Certification.

Work Experience Policies

Candidates with completed work experience must submit:

• A completed Application for CFP Certification;
• Supporting documentation as stated in the Work Experience Requirements; and
• Payment (Licence fee will not be pro-rated for late submission).

Candidates without the required work experience should submit:

• A completed Application for CFP Certification stating anticipated completion date of two-year work experience requirement*; and
• A current résumé.

*Payment is not required at this time

Licence Fee

Candidates will be subject to fees effective on their certification date.

Continuing Education (CE)

In order to maintain the high standard of competence evidenced by successful completion of the CFP Examination, successful exam candidates are required to meet a 30-hour Continuing Education (CE) Requirement annually. For candidates who passed the Examination in June 2004 or thereafter, this commitment to CE commences upon passing the CFP Examination regardless of when the CFP Certification is conferred.

Successful exam candidates will be required to start accumulating their CE credits in the second calendar year after the year in which they passed the CFP Examination. Therefore, the successful exam candidate is effectively exempt from the CE Requirements in the calendar year immediately following the year in which they pass the CFP Examination.

For additional information, please refer to the CE Guidelines.

Certification Date

The certification date is the latter of the CFP Examination completion date and the date when the work experience requirement was completed. The CFP Examination completion date is deemed to be August 1 for candidates that have successfully passed the June exam or January 1 for candidates that have successfully passed the November exam.

Failure to apply for licence in a timely manner

Candidates must apply for licensing no later than five years from the CFP Examination date. Candidates will be licensed from the certification date.

Candidates who fail to apply within five years of the CFP Examination date must re-qualify by completing an accredited education program and successfully passing the CFP Examination.

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Work Experience Requirements - 2008	76.39 KB