QAFP™ Professional Education Program
The QAFP Professional Education Program teaches students how to apply learning achieved through their Core Curriculum programs to the practice of financial planning.
While the technical content learned in Core Curriculum courses is essential as a basis for providing financial planning advice to clients, it is critical for financial planners to focus on the holistic nature of people’s lives, develop behavioural and relationship skills to effectively connect with clients, and above all, to always act in the client’s best interest maintaining the highest standards of professional responsibility.
The QAFP Professional Education Program uses real-world case scenarios to develop an understanding of, and competence in, Holistic Financial Planning, Human Behaviour, and Honesty and Ethics (3H) to help meet the everyday financial planning needs of all Canadians.
Students will be awarded the Certificate in 3H Financial Planning upon successful completion of the program, with easy-to-share digital credentials.
Introductory Program Cost:
Regularly scheduled sessions beginning in August 2020. When you register, you will be prompted to select your preferred start date.
Program Length (Estimated):
The QAFP Professional Education Program is equivalent to a semester–long, diploma level, 3–credit course. It is expected that it will take between 50 to 70 hours to complete.
To register for the QAFP Professional Education Program you must:
- have completed an FP Canada-approved Core Curriculum program and IPE (enrolment in the QAFP Professional Education Program must be within four years of completing the Core Curriculum program or IPE, whichever is completed first); or
- hold QAFP certification (in good standing)
To register for the QAFP Professional Education Program, you must first create an account on the FP Canada Portal. Once logged in to the FP Canada Portal, you may register by completing the FP Canada Institute Education Application available on the "My Applications" page.
The QAFP Professional Education Program begins on scheduled start dates. When you register, you will be prompted to select your preferred program start date. Enrol early to reserve a seat in an upcoming session; spots are offered on a first-come, first-served basis.
Program Completion Requirements and Assessment:
The QAFP Professional Education Program includes seven end-of-unit assignments and one final assessment.
The assignments are culminating activities based on realistic client scenarios that require students to demonstrate knowledge and skills in financial planning, professional responsibility and human behaviour. Students will be asked to complete specific tasks throughout the financial planning process along with constructed response questions to evaluate their critical thinking, analysis and judgement, in addition to completing a final assessment.
To successfully complete the QAFP Professional Education Program, students must achieve a minimum grade of 60%.
Maximum Allowable Time to Complete Program:
7 months from the QAFP Professional Education Program start date. Students who do not complete the final assessment by the end of month 7 will receive an “incomplete” for the final assessment and the QAFP Professional Education Program overall. Exceptions may be granted at the FP Canada Institute’s sole discretion.
Assignment and Final Assessment Due Dates:
Students may progress through the program at their own pace; however, they must complete each assignment and the final assessment by the due date. The assignments are expected to require up to 1-2 hours each to complete, and the final assessment is expected to require up to 10 hours to complete.
|Unit 1 Assignment||End of month 1|
|Unit 2 Assignment||End of month 1|
|Unit 3 Assignment||End of month 2|
|Unit 4 Assignment||End of month 3|
|Unit 5 Assignment||End of month 4|
|Unit 6 Assignment||End of month 5|
|Unit 7 Assignment||End of month 5|
|Final Assessment||End of month 7|
Students who do not complete an assignment/assessment by the required due date will be marked as “incomplete” and receive a grade of zero. Exceptions may be granted at the FP Canada Institute’s sole discretion.
Unit 1 through Unit 7 Assignments: 50%
Final Assessment: 50%
Students will be notified through the FP Canada Institute Learning Platform when their grade for each assignment is available. Written feedback will be provided on assignments where students are not successful, to support their success on future assignments.
Students who do not successfully complete the QAFP Professional Education Program and wish to reattempt it must re-enrol at the full program fee, subject to continuing to meet prerequisite education requirements.
Students registered in the QAFP Professional Education Program or CFP Professional Education Program may postpone prior to their program start date for a fee of $150.
- Your start date can be postponed to an available start date within three-months from the date of your postponement request.
- Only one postponement is permitted.
Students who choose to withdraw from the program may be eligible for a refund, depending on when they withdraw, as follows:
|Date of Withdrawal||Refund|
|More than 10 business days prior to program start date||100%|
|Between 10 business days prior to and 20 business days after program start date||75%|
|More than 20 business days after program start date||No Refund|
For more information on the QAFP Professional Education Program, refer to the FP Canada Institute Student Handbook.
For assistance with your continuing education registration or for questions about the course, contact our FP Canada Certificant and Student Services at firstname.lastname@example.org, 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.