A version of this article was originally published in the spring 2024 issue of FP Standard Magazine. You can download  it or read the full issue online. 

How CFP® Professionals Can Equip Their Teams and Power Their Practices  

If you’re a Certified Financial Planner® professional, you have the knowledge and skills to attract and retain clients who have complex financial needs. You’re well positioned to maintain a strong book of business, yet you may be unaware of an opportunity to grow it — and set up your practice for long-term success.  

A Strategy for Your Growing Practice  

Your most valuable team members are a precious resource. One of the best ways to invest in them — and in your practice — is by providing them with access to high-quality certification education that leads to a trusted credential. That’s where Qualified Associate Financial Planner™ certification comes in.  

By helping your most promising team members access QAFP® certification and become certified, you’ll be providing them with the chance to learn new skills and grow in their roles. Crucially, you’ll also be equipping them to attract a new generation of wealth builders.  

From there, you can manage your existing clients while qualified planners expand your book of business. This strategy can enable your team members to grow your practice today — and ensure its success well into the future.  

What Makes QAFP Professionals the Right Match  

As QAFP professionals, your team members will have the knowledge and skills to offer financial planning advice for today’s speed of life. Here are some of the benefits:  

  • The QAFP Professional Education Program includes live discovery training, ensuring planners are client-ready sooner — and that they have the necessary relationship skills.  
  • They will be equipped to guide clients through all aspects of financial planning, including financial management, investments, retirement, insurance, estate planning, and tax.  
  • QAFP certification is a stepping stone to CFP certification. As a result, your practice will benefit from greater flexibility as it grows — or when succession planning becomes a priority.  
  • Helping team members achieve QAFP certification is an excellent talent retention strategy; it demonstrates your commitment to long-term career advancement.  
  • QAFP professionals can help you attract and better serve your clients’ extended family members. 
  • QAFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner title in Ontario. 

It’s possible for your team members to earn Qualified Associate Financial Planner certification in as little as 12 months.  

To learn more, visit the webpage about QAFP certification.