Paths to Certification

The paths to certification are designed to ensure that FP Canada™ certificants meet the high standards of competence and ethics required to meet the evolving needs of Canadians and ensure that they remain relevant to the practice of financial planning.
Learn more about QAFP™ certification
Learn more about CFP® certification

If you are interested in pursuing CFP certification, and hold a relevant financial or other professional qualification (Pl. Fin., CPA, CFA, FCIA, LL.B./J.D. or are a Foreign CFP Professional), you may be eligible to pursue an alternate path to certification.
Learn more about alternate paths to CFP certification
Learn more about relevant professional qualifications path to QAFP certification

There are two routes available for QAFP professionals seeking CFP certification.
Learn more about the QAFP Bridge Path to CFP Certification

In addition, candidates who hold certain other designations or licenses may apply for education exemptions from components of FP Canada-Approved Core Curriculum and Advanced Curriculum requirements.
Learn more about education exemptions

Select an FP Canada Certification to View Your Path to Certification


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 average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence.

Path to QAFP Certification
Path to QAFP Certification
Relevant Professional Qualifications Path to QAFP Certification

CFP® Certification

Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the 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™.

Paths to CFP Certification