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