Become a Canadian Professional Wealth Planner (CPWP)TM

To earn the Canadian Professional Wealth Planner designation (CPWP) candidates must satisfy the following criteria:

  • Completed a first level College or University degree (or have acceptable professional experience).
  • Complete the CPWP professional education program.
  • Adhere to the CPWP Professional Code of Conduct.
Learn more about the CPWP designation requirements
Canadian Professional Wealth Planner

Become a Canadian Professional Securities Analyst (CPSA)TM

To earn the Canadian Professional Securities Analyst designation (CPSA) candidates must satisfy the following criteria:

  • Completed a first level College or University degree (or have acceptable professional experience).
  • Complete the CPSA professional education program.
  • Adhere to the CPSA Professional Code of Conduct.
Learn more about the CPSA designation requirements