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Explore Certification Course Bundles or Individual Courses Today

FP Canada InstituteTM now offers end-to-end education towards QUALIFIED ASSOCIATE FINANCIAL PLANNERTM certification and CERTIFIED FINANCIAL PLANNER® certification. Technical Education courses combined with a Professional Education Program are now available from Canada’s most trusted partner in financial planning.

The listed course bundles and courses are available for purchase at an introductory price. Your purchase now will guarantee you a space as course content becomes available over the next few months. You will receive an email with access instructions when your courses become available.

If you hold certain designations and licenses in good standing, you may be eligible for exemptions from certain Technical Education courses on your path to QAFP® certification or CFP® certification. See FP Canada Institute Education Exemptions for more details.

Course Bundles
Individual Courses
QAFP Certification
CFP Certification
Technical Education - Fundamentals* QAFP ProfessionalEducation Program QAFP Exam 12 CE Credits per Calendar Year *Completion of an FP Canada-Approved Core Curriculum Program meets the Technical Education - Fundamentals requirements. Direct Path to QAFP ® Certification Develop the knowledge and skills essential to high-value, holistic financial planning. Tech-nical content, developed by professional financial planners for aspiring financial planners, positionsyou to meet the needs of today andtomorrow. Exclusive to QAFP certification, the QAFP Professional Education Program delivers the critical prac-tices and skills needed to build deep, lifelong client relationships. Focus on financial planning dis-covery, preparation and presentation to position you for success sooner. The exam is designed to test the skills you will actually use to build your practice: Real-life scenarios, applicable to what you will encounter serving clients, a true test of your practical knowledge and skill.
CFP ProfessionalEducation Program Introduction to Professional Ethics Course CFP Exam 25 CE Credits per Calendar Year Three years of qualifying work experience & post secondary degree OR 10 years of qualifying work experience *Completion of an FP Canada-Approved Core and Advanced Curriculum Program meets the Technical Education requirements. Direct Path to CFP ® Certification Technical Education - Fundamentals* Technical Education -Advanced* Develop the knowledge and skills essential to high value, holistic financial planning. Technical content, developed by professional financial planners for aspiring financial planners, positions you to meet the needs of today for tomorrow. Go broader and deeper. Enhance your understanding of financial planning knowledge and sharpen your ability to help clients answer the most complex financial questions. Learning includes all aspects of holistic financial planning at the highest level to help your clients achieve their definition of financial well-being. Understand your obligations: Ethics in practice is the cornerstone of professionalism and what clients look for first when choosing a financial planning partner. Exclusive to CFP certification, the CFP Professional Education Program gives you the skills to handle the most complex client scenarios by helping you understand key behavioral factors that affect client decisions. Interactive learning that includes real-life scenarios give you a marketplace advantage. The six-hour exam is designed to test the competencies you will require in your practice: Real-life scenarios, applicable to what you will encounter serving clients, a true test of your practice knowledge and skills.
Certification Pathways

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