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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.

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 – F undamentals QAFP P r ofessional Education P r og r am QAFP Exam 12 CE Credits per Calendar Year One year of qualifying work experience & post secondary diploma OR five years of qualifying work experience Financial Management Insu r ance and Risk Planning Investment Planning Retirement Planning T ax Planning Estate Planning and Law for Financial Planning
25 CE Credits per Calendar Year Three years of qualifying work experience & post secondary degree OR 10 years of qualifying work experience CFP P r ofessional Education P r og r am CFP Exam Technical Education – F undamentals Technical Education – Ad v anced Financial Management Insu r ance and Risk Planning Investment Planning Retirement Planning T ax Planning Estate Planning and Law for Financial Planning
Certification Pathways

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