QAFP™ Certification to CFP® Certification Bridge Program (Bridge Program)

Offered by the FP Canada Institute, the Bridge Program is designed for QAFP professionals who are interested in pursuing CFP certification and have completed the QAFP Professional Education Program. This program focuses on the application of both the Core and Advanced Curriculum and both fundamental and advanced principles of human behaviour in client engagements that are both more and less complex.

The Bridge Program uses real-world case scenarios for students to develop a deep understanding of, and competence in the integrated, holistic nature of financial planning practice.

Students are awarded the Advanced Certificate in 3H Financial Planning™ upon successful completion of the program, with easy-to-share digital credentials.

 

Program Information

Program Cost

  • $750

Program Prerequisites

  • You must meet the eligibility requirements to start the Bridge Program
  • Proof of completion of the requirements can be uploaded to the FP Canada Institute Education Application during registration or sent to info@fpcanada.ca
    • Completion of IPE is automatically registered; no proof is required


Registration and Start Date

  • Registration is always open
  • To register:
    • Create an account on theFP Canada Portal and log in
    • Complete the FP Canada Institute Education Application, available on the "My Applications" page.
  • Important: The program start date is defined as the date of the education application approval. A confirmation email is sent upon approval


Time to Complete

  • The Bridge Program takes an estimated 35–55 hours to complete
  • The program must be completed within six months of the course start date


Program Format

  • Delivered online through the FP Canada Institute Learning Platform
  • Students progress through the program at their own pace while adhering to all assignments and the final assessment due dates
  • Student support available through discussion forums and live, virtual, weekly office hours with a CFP professional


Evaluation Information

  • Student performance is evaluated through four end-of-unit quizzes, three end-of-unit assignments, and a final assessment.
  • A recommended schedule (see below) is provided to help students pace their progress. A grade of zero is given for any assignment or final assessment that is not submitted by six months from the student’s start date.
Unit
Suggested time to complete unit:
Evaluation Item
Suggested time to submit evaluation (by end of)

1: Value Proposition

1 week

Quiz

Month 1

2: Terms of Engagement

1 week

Quiz

Month 1

3: Discovery

3–5 weeks

Case study assignment

Month 2

4: Analysis

3–5 weeks

Case study assignment

Month 3

5: Recommendations and Financial Plan

3–5 weeks

Case study assignment

Month 4

6: Implement Recommendations

1 week

Quiz

 Month 5

7: Monitor and Review 

1 week

Quiz

Month 5

Final Assessment

6–8 weeks

Final Assessment

Month 6
All items must be submitted by end of Month 6


Exam Administrations

  • Students who would like to write the February 2023 CFP exam must submit the QAFP Certification to CFP Certification Bridge Program final assessment by November 7, 2022.


Repeat Enrolment

  • Students who do not successfully complete the Bridge Program and wish to reattempt it must re-enrol at the full program fee, subject to continuing to meet prerequisite education requirements


Postponements

  • Postponements are not permitted for the Bridge Program


Withdrawals

  • 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

Between the program start date (approval date of application) and 20 business days after the program registration date.

75%

More than 20 business days after program start date (approval date of application)

No Refund



For all policies relating to the Bridge Program, refer to the FP Canada Institute Student Handbook.

 

Questions?

For assistance with your continuing education registration or for questions about the course, contact our 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.