FP CanadaTM certifications, QUALIFIED ASSOCIATE FINANCIAL PLANNERTM certification and CERTIFIED FINANCIAL PLANNER® certification, prepare you to meet the challenges of a changing industry and help your clients seize new opportunities as their financial lives become more complex. QAFP® professionals will help a new generation of wealth builders reach their full potential. CFP® professionals will help Canadians with complex financial scenarios live life confidently. Explore the certification that most interests you:
QAFP Certification
CFP Certification
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.
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.
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.”
(TBD) 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.”
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QAFP Designation
QAFP professionals are very satisfied with their career in financial planning with 93% responding ‘very satisfied’ or ‘satisfied’. Satisfaction of the designation is high with 86% responding ‘very satisfied’ or ‘satisfied’. Satisfaction scores are consistent across population segments.
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CFP Designation
94% of CFP professionals are satisfied with their designation. 93% of CFP professionals would recommend pursuing their certification to others seeking careers in financial planning.
If you already have a post-secondary degree or diploma, you can complete all your certification education within one year, with only 7 hours of study time per week.
About 58% of QAFP professionals reported earning over $100,000 per year and 26% of QAFP professionals reported earning over $200,000 per year. This is based on self-reported data from January 1 – December 31, 2022.
QAFP professionals work with some of the largest financial institutions in Canada. Here are some organizations that employ the largest number of QAFP professionals in Canada, based on self-reported data from January 1 – December 31, 2022: RBC, IG Wealth Management, TD Canada Trust, Sun Life, CIBC, BMO, Scotiabank, and Canada Life, among others.
The QAFP Certification Bridge Path to CFP Certification was created for individuals already holding QAFP certification who wish to continue in their career path to pursue CFP certification or for candidates who wish to obtain QAFP certification first, as a stepping stone to CFP certification. To Learn about the Bridge Path book a career consultation today.
About 55% of CFP professionals reported earning over $100,000 per year and 28% of CFP professionals reported earning over $200,000 per year, This is based on self-reported data from January 1 – December 31, 2022.
CFP professionals work with some of the largest financial institutions in Canada. Here are some organizations that employ the largest number of CFP professionals in Canada, based on self-reported data from January 1 – December 31, 2022: RBC, IG Wealth Management, TD Canada Trust, CIBC, BMO, Scotiabank, Sun Life and Canada Life, among others.
