QAFP™ Certification

Qualified Associate Financial Planner™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for clients who have financial planning needs with a limited level of complexity.


The QAFP designation presents an appealing certification option for financial planners wishing to serve a broad market, or for those wishing to gain recognition of their professionalism along the path to CFP certification. QAFP professionals play an important role in helping average Canadians with their everyday financial planning needs.


To obtain the QAFP designation, candidates must complete a rigorous education program, pass a national exam and earn one year of qualifying work experience. To maintain certification, QAFP professionals must keep their knowledge and skills current by completing Continuing Education courses every year. They must also adhere to FP Canada Standards Council’s Standards of Professional Responsibility, including a Code of Ethics which mandates that QAFP professionals must always place their clients’ interests first. FP Canada vigilantly enforces these standards among its certificants.


Read our FAQ: FP Canada & New Certifications
Important Changes to CFP Certification Requirements

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1® certification will be replaced by QAFP™ certification and all current FPSC Level 1 certificants will automatically become QAFP professionals. Additionally, changes to the paths to QAFP certification will be implemented following a transition period.
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See Below to View Your Path to Completion




Path to QAFP™ Certification

The path to QAFP certification is designed to ensure that QAFP professionals can support clients with less complex financial needs and the evolving requirements of the financial services industry.

 

Current Path to FPSC Level 1 Certification - Until December 31, 2019

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New Paths to QAFP Certification - Effective January 1, 2020

Path to QAFP Certification
QAFP Bridge Path to CFP Certification

 

Education

Education is a key component of the path to QAFP certification, ensuring that QAFP professionals develop the knowledge and skills required for excellence in financial planning.
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Find FP Canada-Approved Core Curriculum Program Providers

 

Examination

The first QAFP examination will take place in June 2020. More information about the examination will be provided in early 2020.

 

Work Experience Requirements

To apply for QAFP certification, candidates must complete one year of qualifying work experience. Working directly with clients provides the opportunity to hone your skills and demonstrate that you’re able to serve clients in a real-world setting.
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Examples of Qualifying Work Experience
FAQ: Work Experience Requirements

 

Your Career in Financial Planning

Helping people plan for their future financially isn't just a way to make a living. It’s a way to make a difference. QAFP professionals have the opportunity to give clients financial peace of mind.
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Meet Successful CFP Professionals
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FAQ: Certifications

 

Continuing Education Requirements

QAFP professionals have an obligation to ensure that their knowledge and competence remains current and must complete 12 hours of Continuing Education (CE) annually.
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Continuing Education Requirements
Search for CE Activities
FAQ: Continuing Education Requirements

 

More Resources

Professional Standards
Explore the Financial Planner Toolbox
Volunteer Opportunities
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