Students and Candidates

Financial planning is a rewarding career with vast opportunity. Earning QAFP® certification or CFP® certification demonstrates that you have met rigorous requirements of education, examinations and experience, and that you’re committed to the highest ethical and professional standards. This section contains everything you need to know about earning a designation that will take your career to the next level.
Education Requirements

Education is a key component on the path to QAFP certification and CFP certification, ensuring that QAFP professionals and CFP professionals develop the knowledge, skills and abilities required for excellence in financial planning.


Exams are an important step along the path to QAFP certification and CFP certification, providing an opportunity for candidates to demonstrate that they’ve developed the competency required to meet FP Canada’s certification standards.

Work Experience Requirements

Financial planning work experience is a key step in achieving QAFP certification and CFP certification. Working directly with clients provides the opportunity to hone your skills and demonstrate that you’re able to serve clients in a real-world setting.

Your Career in Financial Planning

Helping people plan for their future by providing professional holistic financial planning isn't just a way to make a living. It’s a way to make a difference. When you become a QAFP professional or CFP professional, you have the opportunity to become a trusted partner and help your clients build and achieve financial well-being.

Key Resources

FP Canada Portal is your personal homepage containing information, resources and access to FP Canada delivered education, exams and more.