QAFP professionals will have the option of completing a bridge program to obtain CFP certification. The QAFP Bridge Path to CFP Certification is designed to recognize QAFP professionals’ existing qualifications, with a streamlined Professional Education Program curriculum that eliminates duplication with the education programs that a candidate has already completed. For more information, please refer to the QAFP Certification Policies – effective January 1, 2020.
Explore the steps below or click the diagram to the right to understand your path to certification.
To begin the QAFP Bridge Path to CFP Certification, you must hold the QAFP certification and you must complete or have completed an FP Canada–Approved Advanced Curriculum Program, either standalone or as part of a combined Core Curriculum/Advanced Curriculum Program.
If you have already completed the QAFP Professional Education Program, you may enrol in the QAFP-to-CFP Certification Bridge Program.
If you have not already completed the QAFP Professional Education Program, you must complete the CFP Professional Education Program within one year of QAFP certification.
Once you successfully complete these education requirements, you will be eligible to write the CFP examination. After you pass the CFP exam and complete three years of qualifying work experience, you may apply for CFP certification.
You must hold the QAFP designation, adhere to the FP Canada Standards Council Standards of Professional Responsibility and complete Continuing Education requirements.
Learn More About Continuing Education Requirements
Helpful Resources
QAFP Certification Policies – Effective January 1, 2020
FP Canada Standards Council Standards of Professional Responsibility
Enrol in an FP Canada-Approved Advanced Curriculum Program. If you have not yet completed QAFP Professional Education Program, you must complete both the Advanced Curriculum Program and CFP Professional Education Program within
one year of QAFP certification.
Learn More About Advanced Curriculum Program
Helpful Resources
Financial Planning Body of Knowledge
QAFP Professional Education Program
CFP Professional Education Program
Find FP Canada-Approved Advanced Curriculum Program Providers
Enrol in QAFP-to-CFP Certification Bridge Program
Please Note: If you have not yet completed QAFP Professional Education Program, you may choose to complete an FP Canada-Approved Advanced Curriculum Program and CFP Professional Education Program,
within one year of QAFP certification.
Learn More About the QAFP-to-CFP Certification Bridge Program
Helpful Resources
QAFP Certification Policies – Effective January 1, 2020
Write the CFP Examination. The first CFP examination based on the new requirements for CFP certification ( effective January 1, 2020 ) will be held in June 2020. It will follow a similar format to prior CFP exams.
Learn More About the Exam
Helpful Resources
CFP Exam Study Toolkit – Effective January 1, 2020
FAQ: CFP Exam
Once you’ve completed three years of qualifying work experience, you’re ready to apply for CFP certification.
Learn More About Work Experience Requirements
Helpful Resources
CFP Certification Policies – Effective January 1, 2020
FP Canada Standards Council Standards of Professional Responsibility
