r/CFPexamCanada

Career change to CFP at 28

A bit about myself: 28M, I completed my bachelors in commerce in 2019 and post grad (marketing and sales) in 2022. I have 3 years of experience in different fields such as site management and supply chain management. Right now, I am on my break of 1 year outside Canada and plan to return afterward.

I am considering career change to CFP. I don’t have any prior experience in finance but have read multiple books regarding personal finance, and I loved it.

I have completed my research and will be going for the FP canada coursework. As I am on 1 year of break, I am going to take direct path to CFP.

I am not sure if I am taking the right decision of changing my career to wealth planning and management.
How are you guys doing after the exam?
What are the earnings like?
What to expect for an entry level?

Also I am planning to find a job to complete 3 years of experience after I land. Will also give my exam after landing.

I might write CSC before landing to get entry level job.

Thanks in advance!

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u/hellodannyj — 20 hours ago
▲ 5 r/CFPexamCanada+1 crossposts

FP Canada Curriculum

hi everyone!

I’m looking for some insights from people that have relatively recently started or are in the middle of the FP Canada curriculum preparing for the CFP.

For anyone that has taken the fundamentals courses, how did you find the course tests? I see that they are timed and require a passing grade of 75% but what is the format and difficulty like in comparison to the practice scenarios? Is it a time crunch? Is it all multiple choice? Long multiple choice? A mix?

I just don’t want to waste an attempt if I can avoid it and spend too much or not enough time before hitting start quiz preparing.

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Writing on 8th Oct 2026

Hello Everyone,
I am writing it on 8th Oct 2026, looking for study partner.
i have been working with a bank for about 5 yrs now, still having hard time understand Taxes and Insurance part.
apart from that most of it looks understandable.
Lets connect if you are writing in Oct as well.

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u/LowReindeer1515 — 8 days ago

Prep Courses for October

Hi fellow students,

I am re-attempting the exam in October and looking for a good prep provider. I self studied using the FP canada practice exam for 8 months but didn't pass in May sadly. I found a lot of the content in ExamSuccess and others to be focused on the concepts, but where I struggle most is knowing what solution to use and when to use it. For example, if I have a case study and am asked to recommend 3 strategies, where do I get those strategies from ?

Any experience with providers is highly appreciated as I do not want to fail a second time!

Thanks!

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u/Old_Lobster2576 — 13 days ago