Postsecondary requirements for certification

Candidates applying for QAFP certification must hold, at minimum, a two-year college diploma or demonstrate five years of qualifying work experience.

Candidates applying for CFP certification must hold, at minimum, a bachelor’s degree, or demonstrate 10 years of qualifying financial planning work experience, or have held QAFP certification for at least five years.

Work experience and designation-related exceptions are available. Find more information in the QAFP Certification Policies and the CFP Certification Policies.