Paths to Certification
Qualified Associate Financial Planner™ certification is a great way to start your career in financial planning. QAFP professionals have demonstrated the knowledge, skills, experience, and ethics to understand their clients’ everyday financial planning needs and to provide holistic financial advice for Canadians that fits their diverse lives and supports their goals. This certification can also be a stepping stone to CFP certification. This is where confidence begins.
Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the 'gold standard' for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.