Relevant Professional Qualifications Path to QAFP™ Certification

Individuals who hold one of the following qualifications in good standing; CPA, CFA, FCIA, or LL.B./J.D., may pursue the Relevant Professional Qualifications Path to QAFP Certification. For more information, please refer to the QAFP Certification Policies.

Candidates with other designations or licenses may qualify for education exemptions from components of FP Canada™'s Core Curriculum and Advanced Curriculum requirements.
Learn more about Education Exemptions

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

4 Steps to QAFP Certification

To begin the Relevant Professional Qualifications Path to QAFP Certification, you must hold one of the following qualifications in good standing; CPA, CFA, FCIA, or LL.B./J.D., and apply for an Alternate Path to QAFP Certification.

The next step is to register and write the QAFP Exam.

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.


Apply for an Alternate Path to Certification as a Holder of a Relevant Professional Qualification (CPA, CFA, FCIA, or LL.B./J.D.)

You must hold one of the following relevant professional qualifications, in good standing with your professional body; CPA, CFA, FCIA, or LL.B./J.D., and submit an application for an Alternate Path to QAFP Certification. A $275 non-refundable fee will apply to review the application and verify your eligibility. To view a complete list of FP Canada fees, refer to the FP Canada Fee Schedule.

Write the QAFP Exam

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

Register Now

Apply for QAFP Certification

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

Note: Effective January 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 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.

Helpful Resources
QAFP Certification Policies