certifications
Position yourself as a leader in financial planning
Earn the top credentials in the industry
Why Become CFP OR QAFP Certifed
Becoming an FP Canada certificant demonstrates that you have met rigorous requirements of education, examinations and experience, and that you're committed to the highest ethical and professional standards. Your FP Canada certification is in demand by employers everywhere and can open doors to professional growth opportunities, better job security and greater income which in turn can lead to an improved quality of life.
Certified Financial Planner (CFP) certification offered by FP Canada is the most widely recognized financial planning designation in Canada and throughout the world. CFPs are equipped to provide financial planning solutions at the highest level of complexity required of the profession. There are approximately 17,000 CFP professionals across Canada and an international network of more than 181,000 CFP professionals in 26 territories around the world.
Qualified Associate Financial Planner (QAFP) certification offered by FP Canada is a Canadian credential option for financial planners wishing to serve a Canadian clients who have typical (less complex) financial planning needs, or for those wishing to gain recognition for their qualifications and professionalism along the path to CFP certification.
Source: https://www.fpcanada.ca/
A Wide Range of professional opportunities
How to BecoMe CERTIFIED
CFP Certification
The direct path to FP Canada CFP certification has 4 steps:
QAFP Certification
The direct path to FP Canada QAFP certification has 4 steps:
Pass with the Prof.
Exam Success students prepare to pass the CFP and QAFP exams by learning from one of the most talented teachers in the profession; company Founder Prof. Brian Gordon, CFA, CFP, CIM, MBA, FSCI.
No-nonsense prep students love.
Voted Best CFP & QAFP Prep
Why Choose Exam Success
While the CFP and QAFP exams are designed for self-study, many candidates elect to prepare with Exam Success to get results without wasting time and putting life on hold. See some of the reasons we're voted the best exam prep and how we can help you.
Best instruction
Prep dynamo Prof. Brian Gordon cuts the fat, clears the fog and shows you the sweet spot for studying. Learn More
superior support
Want feedback from a real, live expert who can steer you straight? We're ready to roll up our sleeves Learn More
success guarantee
Whatever life throws your way, we've got you covered with free repeat access for up to 2 years. Learn More
100% canadian
We're proudly Canadian and our values and pricing (all in Canadian dollars), reflect that.
Learn More
ultimate flexibility
Commute-free potent on virtually any study timeline, our CFP and QAFP prep fit seamlessly into your life. Learn More
quality assurance
We follow FP-Canada's best practices, ensuring our prep meets the highest standards. Learn More
While a CFP professional has demonstrated the depth of knowledge, skills and experience to examine their clients’ entire financial picture at the highest level of complexity required of the financial planning profession, a QAFP professional is equipped to provide financial planning strategies and solutions for clients who have less complex financial planning needs.
CFP certification is a designation that is recognized in 26 territories around the world.
QAFP certification is a Canadian credential and is only offered by FP Canada to professionals providing financial planning services in Canada.
Instead of the single path to CFP certification that was in place prior to 2020, FP Canada has established distinct certification paths for QAFP certification and CFP certification. Candidates now have 3 choices:
- Pursue QAFP certification and stop there,
- Pursue CFP certification directly, or
- Pursue QAFP certification first and continue on the path to CFP certification in the future.
These multiple paths to certification offer maximum flexibility to candidates.
As of April 1, 2022, candidates applying for CFP certification must hold, at minimum, a bachelor’s degree and candidates applying for QAFP certification must hold, at minimum, a two-year college diploma. For more information on this requirement visit our Post-Secondary Education Requirements FAQs.
Financial planning work experience is a key step in achieving 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.
CFP certification: You must have 3 years of qualifying financial planning work experience (based on a 35-hour work week) at the time of applying for CFP certification.
QAFP certification: You must have 1 year of qualifying financial planning work experience (based on a 35-hour work week) at the time of applying for QAFP certification.
Once you have passed the exam and completed the qualifying work experience, you are ready to apply to FP Canada for certification.
Effective as of April 1, 2022, candidates applying for CFP certification must hold, at minimum, a bachelor's degree and candidates applying for QAFP certification must hold, at minimum, a two-year college diploma.
At the time of application for CFP certification or QAFP certification, you will be asked to:
- Provide an up-to-date resume detailing your work experience with specific start and end dates.
- Provide a letter signed by your most recent or current supervisor or client (if you are self-employed).
All information supplied is subject to review and verification by FP Canada.
ignite your prep.
Try us for free!
*Top Choice Award Nominee 2019.CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.
© 2022 Exam Success | all rights reserved
CanaDIAN owned and operated