Certification fees

Certification FeesQAFP® certificationCFP® Certification
New Certification Fee$290
Prorated based on certification date
$585
Prorated based on certification date
Certification Renewal Fee$290
$585
Certification Reinstatement Fee$290
Prorated based on certification date		$585
Prorated based on certification date
FSRA (Financial Services Regulatory Authority of Ontario) Fee* $40
Prorated based on certification date		$40
Prorated based on certification date

*On March 28, 2022, the Government of Ontario proclaimed into force the Financial Professionals Title Protection Act, 2019 (the “legislation”). The legislation is administered by the Financial Services Regulatory Authority of Ontario (FSRA). FP Canada collects a fee from CFP professionals and QAFP professionals who operate with a nexus to Ontario. This fee is remitted to FSRA by FP Canada.

 
Administration FeesQAFP CertificationCFP Certification
Certification Renewal Late Fee
Applies after certification renewal deadline		$50$100
New Certification Administrative Fee$75$175
Certification Reinstatement Administrative Fee$340$635

 

 

Certification exam fees

Exam FeesQAFP CertificationCFP Certification
Exam Registration – Early Bird Rate$650
$950
Exam Registration – Regular Rate$750$1050
 
Administrative Exam Fees QAFP Certification CFP Certification
Practice Exam
Purchased at time of exam registration.		 $125 $175
Practice Exam
Purchased following exam registration.		 $150 $200
Alternate Location Fee
within Canada		 $350 $350
Exam Re-Score Fee $100 $350
Postponement Exam candidates may postpone up to two months prior to the exam date (until the early-bird registration deadline) free of charge, and thereafter until one week after the exam date for a fee of $250. Exam candidates may postpone up to two months prior to the exam date (until the early-bird registration deadline) free of charge, and thereafter until one week after the exam date for a fee of $250.
Withdrawal Date of Withdrawal Refund
  Prior to early bird registration deadline (approx. two months prior to the exam date) 100%
  Between early bird and final registration deadline (approx. one month prior to the exam date) 50%
  After final registration deadline No refund

 

 

FP Canada Institute™ Certification Education Fees

Education ProgramQAFP certificationCFP certification
Technical Education – Fundamentals – Single Course$295$295
Technical Education – Fundamentals – Final Assessment$100$100
Technical Education – Advanced Course with Final Assessmentn/a$625
QAFP Professional Education Program$1,250n/a
CFP Professional Education Program*n/a$1,850
QAFP Certification to CFP Certification Professional Education Programn/a$900
Full Education ProgramsQAFP Certification FeesCFP Certification Fees

QAFP Certification Technical Education Program

  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
$1,575n/a

QAFP Certification Program

  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
  • QAFP Professional Education Program
$2,825n/a

CFP Certification Technical Education Program

  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
  • Technical Education – Advanced
    (Single Course and Final Assessment)
n/a$2,200

CFP Certification Program

  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
  • Technical Education – Advanced
    (Single Course and Final Assessment)
  • CFP Professional Education Program
n/a$4,050
Accelerated Education Programs QAFP Certification Fees CFP Certification Fees

QAFP Certification Program for Mutual Funds or Securities licensed representatives

  • Technical Education – Fundamentals
    (5 Courses and Final Assessment)
  • QAFP Professional Education Program
 $2,530 n/a

QAFP Certification Program for Relevant Professionals (CPA, CFA, JD/LLB, FCIA) 

  • Application Fee
  • QAFP Professional Education Program
 $1,525 n/a

QAFP Certification Program for RRC Credential Holders

  • Technical Education – Fundamentals (2 Courses and Final Assessment)
  • QAFP Professional Education Program
$1,755 n/a

QAFP Certification Program for PFA, DFSA, and CFSA Credential Holders

  • Technical Education – Fundamentals (2 Courses and Final Assessment)
  • QAFP Professional Education Program
$1,755 n/a

QAFP Certification Program for CLU Credential Holders

  • Application Fee
  • QAFP Professional Education Program
 $1,525 n/a

CFP Certification Program for Mutual Funds or Securities licensed representatives

  • Technical Education – Fundamentals
    (5 Courses and Final Assessment)
  • Technical Education – Advanced
    (Single Course and Final Assessment)
  • CFP Professional Education Program
 n/a $3,755

CFP Certification Program for Relevant Professionals (CPA, CFA, JD/LLB, FCIA)

  • Application Fee
  • CFP Professional Education Program
 n/a $2,125

CFP Certification Program for Foreign CFP Professionals

  • Application Fee
  • Introduction to Professional Ethics
n/a $475

CFP Certification Program for F.Pl. Professionals

  • Tailored technical and professional responsibility education
  • Final Assessment
n/a $1,200

CFP Certification Program for PFP Credential Holders

  • Tailored technical and professional responsibility education
  • Final Assessments
 n/a $1,500

CFP Certification Program for RRC Credential Holders

  • Technical Education – Fundamentals (2 Courses and Final Assessment)
  • Technical Education – Advanced (Single Course and Final Assessment)
  • CFP Professional Education Program
n/a $2,820

CFP Certification Program for PFA, DFSA, and CFSA Credential Holders

  • Technical Education – Fundamentals (2 Courses and Final Assessment)
  • Technical Education – Advanced (Single Course and Final Assessment)
  • CFP Professional Education Program
n/a $2,820

CFP Certification Program for CLU Credential Holders

  • Application Fee
  • CFP Professional Education Program
n/a $2,125
   
Administrative FeesTechnical EducationQAFP Professional Education Program and QAFP Certification to CFP Certification Professional Education ProgramCFP Professional Education Program
Late Registrationsn/an/a$200
Postponementsn/an/a$2001
Withdrawals2
  • Individual courses: 75% refund within 20 business days of purchase
  • Final Assessments: No refunds
  • Programs: 75% refund within 60 business days of purchase
  • 75% refund within 60 days of purchase
  • No refunds 61 or more business days after the purchase date
  • 75% refund within 60 business days of the program start date
  • No refunds 61 or more business days after the purchase date
Extensions$100 per course
$50 for Final Assessment		$150$150
Final Assessment Retakes$75n/an/a
Appealsn/a$250$250
 
  1. Students registered in the CFP Professional Education Program may postpone prior to the program start date
  2. Refunds are not available for Technical Education courses in which the Course Attestation has been completed. For Professional Education Programs, refunds are not available if a quiz attempt has been completed.

 

 

Technical Education (Core and Advanced Curriculum) Exemption Fees

Exemption feesFees
FP Canada Exemption Fee
For candidates applying with a Securities License (ID), Mutual Funds License (MFD), Provincial Insurance Licenses, DFSA, PFA, RFRA, RRA or RRC® certifications		$75*
FP Canada Exemption Fee
For candidates applying with PFP® or CLU® certifications		$275
Alternate Path Application Fee
For candidates applying with a relevant professional qualification (CPA, CFA, FCIA, or LLB, JD), F. Pl. or Foreign CFP Professional		$275

* Students are exempt from this fee if they purchase any FP Canada Institute Technical Education course or program.

 

 

CE Course Fees

CourseFees
Working with Vulnerable Clients
Professional Responsibility
Credits: 2.00		$70
Personal Income Tax Fundamentals
Financial Planning
Credits: 12.00		$240
Understanding First Home Savings Accounts
Financial Planning
Credits: 4.00		$80
Understanding Registered Disability Savings Plans
Financial Planning
Credits: 4.00		$80
Understanding Segregated Funds
General CE Credits
Credits: 4.00		$80
Financial Planning Strategies for Annuities
Financial Planning
Credits: 4.00		$80
Financial Planning Strategies for Charitable Giving
Financial Planning
Credits: 6.00		$120
Introduction to Professional Ethics
Professional Responsibility
Credits: 2.00		$200

For more details on CE courses please refer to our CE Course Catalogue

 

Education Provider Fees

Education ProviderFees
Fundamentals Program Approval Fee$750
Advanced Program Approval Fee$500
Fundamentals and Advanced Curriculum Program Approval Fee$1,000
CFP Professional Education Accreditation Fee$500
CFP Professional Education Accreditation Faculty Access Fee$1,500
CFP Professional Education Accreditation Student Access Fee$350/student
CE Credit Accreditation Fee - FP Canada $200
CE Credit Accreditation Fee - MFD $200
CE Credit Accreditation Fee - FP Canada and MFD $300
CE Credit Accreditation Fee – Rush Review $350
 

FP Retired™ Status Fees

FP Retired Status Fees
New FP Retired Status Fee
 $95

Prorated based on status start date
FP Retired Status Renewal Fee $95
Administrative Fee Fees
New FP Retired Status Administrative Fee $35
 

Other products and services

Product or ServiceFees
CFP Professional Diploma1$75
CFP Professional Magnetic Pin$15
QAFP Professional Diploma1$75
QAFP Professional Magnetic Pin$15
Code of Ethics Poster (1 copy)$5
Code of Ethics Poster (50 copies)$79
CFP Professional Here’s Your Plan Brochure (50 copies)$29
QAFP Professional Here’s Your Plan Brochure (50 copies)$29

1Frames available from third party frame provider at fpcanada.mdf-store.ca

 

 

 

 

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