Certification process

Complete the Alternate Certification Path application.

Education

Purchase the QAFP Certification Program for Relevant Professionals, which includes the Alternate Certification Path Application Fee and the QAFP Professional Education Program.

Complete the FP Canada Institute™ QAFP Professional Education Program. You must complete this education before writing the exam.

Exam

Pass the three-hour, computer-based exam that has both stand-alone and case-based multiple-choice questions. The exam specifications are published in the FP Canada Blueprint: QAFP Exam. Questions focus on specific elements of the FP Canada Standards Council™ Competency Profile for QAFP Certification and integrate several financial planning areas.

Experience

Complete one year of qualifying work experience.

Ethics

Review and agree to comply with the FP Canada Standards Council Standards of Professional Responsibility.

You are now ready to apply for certification.

 

Note: Applicants for QAFP certification must hold a minimum two-year diploma from an accredited Canadian postsecondary institution, or an international equivalent, or have five years of qualifying work experience.

 

Candidates with other designations or licenses may qualify for education exemptions from components of FP Canada Institute™ Technical Education—Fundamentals and Advanced requirements.

You can find more information in the QAFP certification policies.

 

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.

Get started