Home / Planners / Maintaining Your Certification / Maintaining QAFP Certification

Maintaining Your QAFP™ Certification

New QAFP professionals must complete the QAFP Professional Education Program within one year of achieving QAFP certification. Learn more about the QAFP Professional Education Program.

QAFP certification must be renewed annually by July 31 each year. Annual requirements to renew your QAFP certification include:

Adherence to the FP Canada Standards Council™ Standards of Professional Responsibility.
Completion of 12 hours of Continuing Education (CE), including at least one credit in the Professional Responsibility category.
Compliance with the QAFP Certification Policies.
Compliance with the QAFP marks use in accordance with the QAFP Marks Usage Guide.
Completion and approval of your certification renewal application and payment of your annual certification fee.

Renew your QAFP Certification

Renew Your Certification
Reinstate Your Certification

Renew Your Certification

The annual QAFP certification period expires on July 31 each year. Log in to your FP Canada™ Portal to renew your QAFP certification now. Renewals received after July 31 will be subject to late fees. Any renewal application received after September 30 will be subject to a reinstatement fee in addition to the annual certification fee. For a complete list of certification fees refer to the FP Canada Fee Schedule.

Renew Now

You Worked Hard to Achieve your QAFP Certification:
Don’t Let It Expire!

We encourage you to complete the renewal application to ensure you continue to experience the benefits of QAFP certification. As a QAFP professional, you have achieved a distinctive certification demonstrating an important level of technical competence and commitment to the highest ethical standards of responsibility. Your certification provides assurance to Canadians that the design of their financial future rests with a professional who will put clients’ interests ahead of your own. This enhances your value in the eyes of your clients and employers and helps to elevate and differentiate the financial planning profession.

Reinstate Your Certification

Former QAFP professionals with a cancelled or lapsed certification are permitted to reinstate within five years of their last QAFP certification expiration date, subject to reinstatement policies.

Former FPSC Level 1 certificants whose certification lapsed prior to 2020 and who are within five years of their last FPSC Level 1 certification expiration date must complete FP Canada’s Introduction to Professional Ethics course and the QAFP Professional Education Program, and will be subject to the reinstatement policies and fees to recertify as a QAFP professional.

To begin the reinstatement process, please login to your FP Canada Portal to access the application under
“My Application”.

Requirements to Reinstate QAFP Certification

Continued adherence to the FP Canada Standards Council Standards of Professional Responsibility;
Completion of the QAFP Certification Reinstatement Application and payment of the non-refundable reinstatement fee, in addition to the pro-rated annual certification fee;
Completion of the Introduction to Professional Ethics (IPE) course;
Completion of the QAFP Professional Education Program or CFP Professional Education Program (if pursuing CFP certification); and
Submission of supporting documentation to confirm completion of all Continuing Education (CE) requirements (12 hours of CE activities annually for each year not certified). You will be required to log in to your FP Canada Portal and report your CE through your CE Tracker by clicking “View/Update CE”.

Reinstatement Application Processing

Your application will be reviewed once you have reported your CE in the CE Tracker tool with appropriate supporting documentation and paid the reinstatement fee. The application process generally takes 5-10 business days from the date you submit all required items.

Questions?

For more information about QAFP certification, visit our FAQ: QAFP Certification or contact FP Canada Certificant and Student Services at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.