FP Canada™ Fee Schedule

This page provides a comprehensive overview of FP Canada fees. Select one of the following headings to view a complete list of fees.

Fees listed are as of January 18, 2024, and are subject to change. Applicable taxes will be added to all fees.

Certification Fees QAFP® Certification CFP® Certification
* Effective April 1, 2024
New Certification Fee$239
Prorated based on certification date.
$570
Prorated based on certification date.
Certification Renewal Fee$239$570
Certification Reinstatement Fee$239
Prorated based on reinstatement date.
$570
Prorated based on reinstatement date.

 

 

 

Administrative FeesQAFP CertificationCFP Certification
Certification Renewal Late Fee
Applies after certification renewal deadline.
$50$100
New Certification Administrative Fee$75$175
Certification Reinstatement Administrative Fee$289$620

 


Exam FeesQAFP Certification CFP Certification
Exam Registration – Early Bird Rate$650$900
Exam Registration – Regular Rate$750$1000

 

 

 

Administrative Exam FeesQAFP 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
PostponementExam 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.
WithdrawalDate of WithdrawalRefund
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 deadlineNo refund

 

As of January 2, 2024 our special introductory pricing has ended. 

Education Program QAFP CertificationCFP Certification
Technical Education – Fundamentals – Single Course$275 $275
Technical Education – Fundamentals – Final Assessment$100$100
Technical Education – Advanced Course with Final Assessmentn/a  $600
QAFP Professional Education Program$900n/a
CFP Professional Education Programn/a$1,650
QAFP Certification to CFP Certification Bridge Programn/a$900
Introduction of Professional Ethicsn/a$200
$150 if purchased with the CFP Professional Education Program
Program (Course Bundles) QAFP Certification FeesCFP Certification Fees
QAFP Certification Technical Education Program
  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
$1,475n/a
QAFP Certification Program
  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
  • QAFP Professional Education Program
$2,375 n/a
QAFP Certification Program for Mutual Funds or Securities licensed representatives
  • Technical Education – Fundamentals
    (5 Courses and Final Assessment)
  • QAFP Professional Education Program
$2,100 n/a
CFP Certification Technical Education Program
  • Technical Education – Fundamentals
    (6 Courses and Final Assessment)
  • Technical Education – Advanced
    (Single Course and Final Assessment)
n/a$2,075
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$3,725
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$3,450
QAFP Certification to CFP Certification Bridge Education Program
  • Technical Education – Advanced Single Course and Final Assessment
  • QAFP Certification to CFP Certification Bridge Program
n/a$1,500

 

 

 

Administrative Fees Technical EducationQAFP Professional Education Program and
QAFP Certification to CFP Certification Bridge Program
CFP 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 20 business days of the program start date3
  • No refunds 21 or more business days after the program start date3
  • 75% refund within 20 business days of the program start date3
  • No refunds 21 or more business days after the program start date3
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 an assignment or quiz has been submitted.
  3. The program start date is defined as:
    1. QAFP Professional Education Program: the date a student accesses the program on the FP Canada Institute Learning Platform
    2. QAFP Certification to CFP Certification Bridge Program: the education application approval date
    3. CFP Professional Education Program: the cohort start date.

 


Exemption FeesFees
FP Canada Exemption Fee
For candidates applying with a Securities License (IIROC), Mutual Funds License (MFDA), 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 LL.B./J.D.), Pl. Fin. or Foreign CFP Professional
$275

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

 

 

 

Advanced Certificate in 3H Financial Planning™ Fees
Advanced Certificate in 3H Financial Planning (15 courses)
The complete Advanced Certificate in 3H Financial Planning includes 15 individual courses and eight Skill Based 3H and Process Stage Concentrations
$1,560   $1,248
Get 20% in savings on the complete program (15 courses) until January 31, 2024
Skilled Based Concentration (Five courses each)
Each concentration is a set of five specialized courses and offers a deep dive into a specific skill set:
  • Human Behaviour
  • Honesty and Ethics
  • Holistic Financial Planning
$552.50   $470
Get 15% in savings on the skill-based concentrations (set of 5 courses each) until January 31, 2024
Process Stage Concentration (3 courses each)
Each Concentration is a set of three specialized courses and offers an in-depth understanding of how 3H concepts apply to each stage in the planning process:
  • Enhancing Client Engagement
  • Deepening Client Conversations
  • Improving Analytical Effectiveness
  • Building Client-Centric Plans
  • Supporting Client Action
$351   $315
10% savings on process stage concentrations (set of 3 courses each) until January 31, 2024
Individual Courses$130 (each)
Other Individual Courses
Introduction to Professional Ethics (CPD) $200

 

 

 


Education Provider Fees
Core Curriculum Program Approval Fee$750
Advanced Curriculum Program Approval Fee $500
Core 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 Approval Fee - FP Canada$85/credit hour
CE Credit Approval Fee - MFDA $85/credit hour
CE Credit Approval Fee - FP Canada and MFDA$95/credit hour
CE Credit Approval – Review Rush Fee $250/CE Activity Application

 

 

 


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

 


Product or Service Fees
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