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CFP Certification

Certified Financial Planner

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

There are approximately 17,000 CFP professionals across Canada, part of an international network of more than 175,000 CFP professionals in 26 territories around the world.

CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam and demonstrate three years of qualifying work experience. To maintain certification, CFP professionals must keep their knowledge and skills current by completing 25 hours of continuing education each year. They must also adhere to the FP Canada Standards Council™ Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals place their clients’ interests first. The Standards Council vigilantly enforces these standards.

CFP Prep: About
CFP Prep: Features
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Bilingual Class (国语英语)

With AdvisorU, we fully understand that language barriers cause our students to not fully understand the financial planning body of knowledge, learning specific content can be extremely challenging. With AdvisorU courses, all our tutors are Bi-lingual (English and Chinese), we will help our students to learn consistently and more comfortably.

CFP Prep: Headliner

Available Programs

There is one specific program for your needs

Adult Education Course

Online Courses 网课

What You Need

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Classroom Courses

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Adult Students

Tutoring 私课

A Perfect Fit

CFP Prep: Our Programs


CFP Prep: Our Team

Bei Jin


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