College and university programs
How do I choose a program?
For QAFP® certification, you have to complete the FP Canada-Approved Core Curriculum or Technical Education – Fundamentals, which provides you with the foundations of key concepts in tax planning, retirement planning, and insurance and risk management (among others).
For CFP® certification, you must complete both the Core and Advanced Curriculum or Technical Education – Fundamentals and Advanced. Building on the Core Curriculum, the Advanced Curriculum gives you a deeper understanding of key financial planning concepts and prepares you to examine clients’ financial circumstances at the highest level of complexity.
Explore below to find a program that suits your needs.
Only specific courses within the programs listed below will satisfy the technical education requirements for QAFP Certification. For more information on approved courses for QAFP Certification please reach out to the respective program contacts listed below.
| Institution | Program | Credential | Core Curriculum | Advanced Curriculum | Contact |
|---|---|---|---|---|---|
Athabasca University | Bachelor of Commerce, Major in Finance | Degree | business-support@athabascau.ca | ||
Bow Valley College | Business Administration Diploma, Financial Services Major | Diploma | rbrar@bowvalleycollege.ca | ||
Mount Royal University | Bachelor of Business Administration, Finance (Minor in Financial Services) | Degree | rchowdhury@mtroyal.ca | ||
Northern Alberta Institute of Technology (NAIT) | Bachelor of Business Administration, Finance Concentration | Degree | thomasv@nait.ca | ||
Southern Alberta Institute of Technology (SAIT) | Bachelor of Business Administration - Financial Service Major | Degree | doug.cronk@sait.ca | ||
Southern Alberta Institute of Technology (SAIT) | Business Administration Diploma, Financial Services | Diploma | doug.cronk@sait.ca | ||
University of Calgary | Bachelor of Commerce, Personal Financial Planning Concentration | Degree | anne.kleffner@haskayne.ucalgary.ca |
*CFP Certification requires a combination of technical education (core and advanced curriculum) and professional education. York University also offers a course that fulfills the professional education requirement for CFP Certification.
Only specific courses within the programs listed below will satisfy the technical education requirements for CFP Certification. For more information on approved courses for CFP Certification please reach out to the respective program contacts listed below.
| Institution | Program | Credential | Core Curriculum | Advanced Curriculum | Contact |
|---|---|---|---|---|---|
Athabasca University | Bachelor of Commerce, Major in Finance | Degree | business-support@athabascau.ca | ||
Bow Valley College | Business Administration Diploma, Financial Services Major | Diploma | rbrar@bowvalleycollege.ca | ||
Mount Royal University | Bachelor of Business Administration, Finance (Minor in Financial Services) | Degree | rchowdhury@mtroyal.ca | ||
Northern Alberta Institute of Technology (NAIT) | Bachelor of Business Administration - Finance Specialization | Degree | thomasv@nait.ca | ||
Southern Alberta Institute of Technology (SAIT) | Bachelor of Business Administration, Finance Concentration | Degree | doug.cronk@sait.ca | ||
Southern Alberta Institute of Technology (SAIT) | Business Administration, Financial Services, Diploma | Diploma | doug.cronk@sait.ca | ||
University of Calgary | Bachelor of Commerce, Personal Financial Planning Concentration | Degree | anne.kleffner@haskayne.ucalgary.ca |
*CFP Certification requires a combination of technical education (core and advanced curriculum) and professional education. York University also offers a course that fulfills the professional education requirement for CFP Certification.
Do you already have a post-secondary degree or diploma?
If you meet the post-secondary requirement for CFP certification or QAFP certification, you can complete the Technical Education requirements or the Core and Advanced Curriculums through the FP Canada Institute™ or at a national provider.
