The QAFP Professional Education Program teaches students how to apply the totality of the body of knowledge gained in their Core Curriculum Programs in an integrated fashion and to the practice of financial planning in less complex client engagements. The program introduces models, guidance and techniques for undertaking all phases of the financial planning process as well as key concepts in human behaviour and ethics.
The QAFP Professional Education Program uses real-world case scenarios to develop a deep understanding of, and competence in, holistic financial planning, applying key facets of human behaviour and addressing common ethical dilemmas to address the typical financial planning needs of average Canadians. It is a practical program to help prepare for practice as a financial planner.
The program is an independent learning program delivered in an online format and includes a blend of tutorials, videos and case studies. While the learning modules are not available to be downloaded or printed, students can download and complete the end-of unit assignments.
Regularly scheduled sessions beginning in August 2020. When you register, you will be prompted to select your preferred start date.
To register for the QAFP Professional Education Program you must:
1 FPSC Level 1 certificants, who automatically convert to QAFP certification on January 1, 2020, must complete IPE prior to enroling in QAFP PEP (completion of IPE and QAFP PEP is required by July 31, 2021 to maintain QAFP certification).
To register for the QAFP Professional Education Program, you must first create an account on the FP Canada Portal. Once logged in to the FP Canada Portal, you may register by completing the FP Canada Institute Education Application available on the "My Applications" page.
The QAFP Professional Education Program begins on scheduled start dates. When you register, you will be prompted to select your preferred program start date. Enrol early to reserve a seat in an upcoming session; spots are offered on a first-come, first-served basis.
The QAFP Professional Education Program includes seven end-of-unit assignments and one final assessment.
The assignments are culminating activities based on realistic client scenarios that require students to demonstrate knowledge and skills in financial planning, professional responsibility and human behaviour. Students will be asked to complete specific tasks throughout the financial planning process along with constructed response questions to evaluate their critical thinking, analysis and judgement, in addition to completing a final assessment.
To successfully complete the QAFP Professional Education Program, students must achieve a minimum grade of 60%.
7 months from the QAFP Professional Education Program start date. Students who do not complete the final assessment by the end of month 7 will receive an “incomplete” for the final assessment and the QAFP Professional Education Program overall. Exceptions may be granted at the FP Canada Institute’s sole discretion.
Students may progress through the program at their own pace; however, they must complete each assignment and the final assessment by the due date. The assignments are expected to require up to 1-2 hours each to complete, and the final assessment is expected to require up to 10 hours to complete.
|Unit 1 Assignment||End of month 1|
|Unit 2 Assignment||End of month 1|
|Unit 3 Assignment||End of month 2|
|Unit 4 Assignment||End of month 3|
|Unit 5 Assignment||End of month 4|
|Unit 6 Assignment||End of month 5|
|Unit 7 Assignment||End of month 5|
|Final Assessment||End of month 7|
Students who do not complete an assignment/assessment by the required due date will be marked as “incomplete” and receive a grade of zero. Exceptions may be granted at the FP Canada Institute’s sole discretion.
Unit 1 through Unit 7 Assignments: 50%
Final Assessment: 50%
Students will be notified through the FP Canada Institute Learning Platform when their grade for each assignment is available. Written feedback will be provided on assignments where students are not successful, to support their success on future assignments.
Students who do not successfully complete the QAFP Professional Education Program and wish to reattempt it must re-enrol at the full program fee, subject to continuing to meet prerequisite education requirements.
Students registered in the QAFP Professional Education Program may postpone up to 10 business days prior to the program start date for a fee of $150.
Students who choose to withdraw from the program may be eligible for a refund, depending on when they withdraw, as follows:
|Date of Withdrawal||Refund|
|Up to 2 months prior to program start date||100%|
|Between 2 months and 10 business days prior to program start date||75%|
|Between 10 business days prior to and 10 business days after program start date||50%|
|More than 10 business days after program start date||No Refund|
For more information on the QAFP Professional Education Program, refer to the FP Canada Institute Student Handbook.
For assistance with your continuing education registration or for questions about the course, contact our FP Canada Certificant and Student Services at firstname.lastname@example.org, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.