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Personal Financial Planner (PFP®)

The premier credential for financial planners

Apply for the PFP® Designation

You can apply for the PFP® designation online once you have completed the learning pathway and met all other the designation requirements. When applying online, CSI will confirm that you have completed the course requirements. Once confirmed, you will be prompted to:

  • Sign off on the Code of Ethics and the work experience requirements (your work experience will be verified automatically by sending an email to the verifier you name on your application)
  • Certify you’ve read and will abide by the Certification Mark Licence Agreement
  • Pay your application/license fee.

Once approved, you will receive immediate confirmation along with an order ID number. You will receive your official letter of certification and a wall certificate (if purchased) within 4 – 6 weeks. You will also receive an email to accept your digital badge that you can share with your network.

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PFP® Designation Application

$355 Cart11Add to Cart

Non-refundable application fee for first time Personal Financial Planner (PFP®) designation candidates. Prior to submitting your application, please be sure that you have met the 3 years of relevant work experience requirement.

PFP® Wall Frame

$90 Cart12Add to Cart

Made from the finest mahogany, this impressive high gloss frame with black velvet matte and a gold fillet has been uniquely designed for the PFP® designation.

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