Path to QAFP™ Certification

Qualified Associate Financial Planner™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence. For more information, please refer to the QAFP Certification Policies.

Explore the steps below or click the diagram on the right to learn more about your path to certification.

5 Steps to QAFP Certification

The Path to QAFP Certification begins when you enrol in an FP-Canada Approved Core Curriculum Program or the Introduction to Professional Ethics (IPE) course.

Upon completion of both of these education programs, you are eligible to register for the QAFP examination.

You may apply for QAFP certification when you pass the QAFP exam and complete one year of qualifying work experience.

To maintain QAFP certification, you must complete the QAFP Professional Education Program within one year of attaining QAFP certification. You may choose to complete the QAFP Professional Education Program prior to challenging the QAFP exam. Candidates interested in bridging to CFP® certification have the option to complete the CFP Professional Education Program instead of the QAFP Professional Education Program within one year of achieving QAFP certification.

FP Canada-Approved Core Curriculum Program

Enrol in an FP Canada-Approved Core Curriculum Program. You may choose to complete this program before, at the same time, or after completing the IPE course.
Learn more about the Core Curriculum Program

Helpful Resources
QAFP Certification Policies
Financial Planning Body of Knowledge

Find FP Canada-Approved Core Curriculum Program Providers

Introduction to Professional Ethics (IPE)

Enrol in the IPE course. You may choose to complete this course before, at the same time, or after completing the Core Curriculum Program.
Learn more about the IPE course

Helpful Resources
QAFP Certification Policies

Register Now


QAFP Examination

Write the QAFP Examination.
The first sitting of the QAFP examination will be held in November 2020.
Learn more about the QAFP examination

Apply for QAFP Certification

Once you have completed one year of qualifying work experience, you are ready to apply for QAFP certification.

Please note: Effective April 2022, a post-secondary diploma will be a requirement for QAFP certification.
Learn more about work experience requirements
Learn more about post-secondary education requirements

Helpful Resources
QAFP Certification Policies
Standards of Professional Responsibility

QAFP Professional Education Program

Complete the QAFP Professional Education Program within one year of achieving QAFP certification. This program may also be completed prior to writing the QAFP examination.

Candidates interested in bridging to CFP certification have the option to complete the CFP Professional Education Program instead of the QAFP Professional Education Program within one year of achieving QAFP certification.

Helpful Resources
QAFP Certification Policies