QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification: Accelerate your career!
A new generation of wealth builders is looking for financial planning expertise now. The reimagined QAFP® certification is the right match. In as little as 12 months, you can gain the knowledge, skills and ethics training you need to help clients navigate change and growth as their needs become more complex. QAFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner title in Ontario.
- Trusted not-for-profit FP Canada™ certification.
- Exclusive QAFP Professional Education Program including ‘live discovery’ gets you client-ready sooner and keeps you relationship-strong career long.
- QAFP certification positions you to continue on with CERTIFIED FINANCIAL PLANNER® certification when the time is right.
QAFP certification: Advice For Today’s Speed of Life
Glen Dilworth
QAFP® Professional RBC Financial Planning, Ontario
“I coach my clients all the time. I don’t play the game – they do – but I am helping them develop and reach their goals.”
Jay Mallari
QAFP® Professional Sun Life Advisor Cambria Financial Solutions, Inc. British Columbia
“The best part is when I hear a client tell me they’ve saved enough to buy a home. I know I’ve helped them achieve that dream, in a tough market.”
CERTIFIED FINANCIAL PLANNER® certification: Recognized by consumers as the gold standard worldwide.
As the financial well-being of individuals and families grow more complex, they look for CFP® professionals, the gold standard in Canadian financial planning. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. CFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner title in Ontario.
- Trusted not-for-profit FP Canada™ certification.
- The most widely recognized financial planning certification in the world.
- Guide clients through all aspects of financial planning including financial management, investments, retirement, insurance, estate and tax.
CFP certification: Raising The Gold Standard
Kelly Ho
CFP® Professional DLD Financial, British Columbia
“It’s really about how to make someone’s life better, and to make them feel better about what’s going to happen in the future.”
Fred Zhou
CFP® Professional, TD Wealth, British Columbia
“Knowledge can be acquired. Soft skills, like empathy, compassion and the ability to communicate aren’t easily learned. You need to like being in front of people.”
