Path to QAFP Certification - Effective January 1, 2020

Qualified Associate Financial Planner™ certification indicates that an individual has demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for clients with less complex financial planning needs. For more information, please refer to the QAFP Certification Policies ‐ effective January 1, 2020.

Explore the steps below or click the diagram on the right to understand your path to certification.

5 Steps to QAFP Certification

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

Once you successfully complete both of these programs, you will be eligible to write the QAFP examination.

Once you have passed the QAFP exam and complete one year of qualifying work experience, you may apply for QAFP certification.

The final step in the path to QAFP certification is to complete QAFP professional Education Program within one year of attaining QAFP certification.

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 Introduction to Professional Ethics.
Learn More About Core Curriculum Program

Helpful Resources
QAFP Certification Policies – In Effect January 1, 2020
Financial Planning Body of Knowledge

Find FP Canada-Approved Core Curriculum Program Providers

Introduction to Professional Ethics

Enrol in the Introduction to Professional Ethics program. You may choose to complete this program before, at the same time or after completing the Core Curriculum Program.
Learn More About Introduction to Professional Ethics

Helpful Resources
QAFP Certification Policies – In Effect January 1, 2020

QAFP Examination

Write the QAFP Examination.
The first sitting of the QAFP examination will be held in June 2020.

Apply for QAFP Certification

Once you’ve completed one year of qualifying work experience, you’re ready to apply for QAFP certification.

Please Note: Effective January 2022, a post-secondary diploma will be a requirement for QAFP certification.

Learn More About Post-Secondary Education Requirements
Learn More About Work Experience Requirements

Helpful Resources
QAFP Certification Policies – In Effect January 1, 2020
FP Canada Standards Council Standards of Professional Responsibility

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 exam, provided that both the Introduction to Professional Ethics and Core Curriculum Program have been completed.

Helpful Resources
QAFP Certification Policies – In Effect January 1, 2020