Path to QAFP™ 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. For more information, please refer to the QAFP Certification Policies.

Explore the steps below or click the diagram on the right to learn more about your path to certification.

QAFP Path
5 Steps to QAFP Certification

The Path to QAFP Certification begins when you enrol in an FP-Canada Approved Core Curriculum Program or the Introduction to Professional Ethics (IPE) course.

Upon completion of both of these education programs, you are eligible to register for the QAFP examination.

You may apply for QAFP certification when you pass the QAFP exam and complete one year of qualifying work experience.

To maintain QAFP certification, you must complete the QAFP Professional Education Program within one year of attaining QAFP certification. You may choose to complete the QAFP Professional Education Program prior to challenging the QAFP exam. Candidates interested in bridging to CFP® certification have the option to complete the CFP Professional Education Program instead of the QAFP Professional Education Program within one year of achieving QAFP certification.

Stock Photo
Step 1
FP Canada-Approved Core Curriculum Program

Enrol in an FP Canada-Approved Core Curriculum Program. You may choose to complete this program before, at the same time, or after completing the IPE course.
Learn more about the Core Curriculum Program

Helpful Resources
QAFP Certification Policies
Financial Planning Body of Knowledge

Find FP Canada-Approved Core Curriculum Program Providers

Stock Photo 2
Step 2
Introduction to Professional Ethics (IPE)

Enrol in the IPE course. You may choose to complete this course before, at the same time, or after completing the Core Curriculum Program.
Learn more about the IPE course

Helpful Resources
QAFP Certification Policies

Register Now

Stock Photo 3

Step 3
QAFP Examination

Write the QAFP Examination.
The first sitting of the QAFP examination will be held in November 2020.
Learn more about the QAFP examination

Stock Photo 4
Step 4
Apply for QAFP Certification

Once you have completed one year of qualifying work experience, you are ready to apply for QAFP certification.

Please note: Effective April 2022, a post-secondary diploma will be a requirement for QAFP certification.
Learn more about work experience requirements
Learn more about post-secondary education requirements

Helpful Resources
QAFP Certification Policies
Standards of Professional Responsibility

Stock Photo 5
Step 5
QAFP Professional Education Program

Complete the QAFP Professional Education Program within one year of achieving QAFP certification. This program may also be completed prior to writing the QAFP examination.

Candidates interested in bridging to CFP certification have the option to complete the CFP Professional Education Program instead of the QAFP Professional Education Program within one year of achieving QAFP certification.

Learn more about the QAFP Professional Education Program

Helpful Resources
QAFP Certification Policies