Add Professional Profile to Find a CFP Professional
For those of you who want to be added to the Find a CFP Professional feature, please continue to FPSC Online Services.
Any changes to your personal or professional profile will show up under the Find a CFP Professional listings within 5-7 business days.
Modify Existing Profile
If you are modifying an existing profile, the username and password you had used for the online database are no longer valid. Now, your licence number becomes your User ID and your password initially is your date of birth. Once you enter, you can change your password by clicking on View/Update Login Profile. To add your professional profile, click on View/Update Professional Profile.
Please note that not everything can be modified online yet. To make changes to the following sections, e-mail communications.
Method of Compensation
Product Licences
New Degrees/Diplomas/Certificates/Designations
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks