Learn about your options to become a QAFP professional or CFP professional and help Canadians achieve financial well-being.

Qualified Associate Financial Planner™ professional

QAFP certification confirms your financial planning competence, and your commitment to high ethical standards. It’s a quicker path to gain the knowledge, skills and ethics training you need to become a professional financial planner. And, it can be a stepping stone to earning your CFP certification.

 

Direct path to QAFP certification

QAFP certification is designed for a new era of financial planning, helping you acquire the knowledge and skills you need, all informed by high ethical standards.

Relevant professional qualifications path to QAFP certification

If you hold a relevant financial or other professional qualification, you may be eligible to pursue an alternate path to QAFP certification.

Certified Financial Planner®professional

CFP  certification is the most widely-recognized financial planning designation in Canada and 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.

 

Direct path to CFP certification

CFP certification signals to clients that they are working with a professional who has demonstrated the knowledge, skills, experience and ethics to examine their complete financial picture.

 

Relevant professional qualifications path to CFP certification

If you hold a relevant professional qualification in good standing, you can pursue the Relevant Professional Qualifications Path to CFP Certification.

 

F.Pl. path to CFP certification

Licensed financial planners in Québec may pursue the F.Pl. path to CFP certification.

QAFP certification bridge path to CFP certification

The QAFP certification bridge path to CFP certification provides two options for QAFP professionals who are seeking CFP certification.

 

Foreign CFP professional path to CFP certification

If you hold CFP certification from another Financial Planning Standards Board member territory, you can pursue the Foreign CFP Professional path to CFP Certification.

 

Find your path to certification

The FP Canada Certification Pathfinder™ is a new approach to help you find your path to becoming a professional financial planner.

Once you’ve created your FP Canada account, your custom dashboard will guide you to certification, recording your progress as you take your next steps.

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Need help?

FP Canada provides information and guidance to QAFP professionals and CFP professionals at all stages of their careers.

Certificant and Student Services is available Monday to Friday, 9:00 AM to 5:00 PM ET.

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