Certified Financial Planner (CFP)

Professional Designation

Program Description

As a professional standards setting and certification body working in the public interest, FP Canada's purpose is to drive value and instill confidence in financial planning.

The CFP® or QAFP™ certification programs provide the industry credentials needed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.

Path to QAFP™ Certification

Minimum Education Requirements: College Diploma

Step 1: Complete the (educational requirements) four Core and Advanced Curriculum Courses through Durham College. (see below)

Step 2: Complete Introduction to Professional Ethics course (through FP Canada)

Step 3: Write the QAFP™ Exam (through FP Canada)

Step 4: Apply for QAFP™ certification (requires a minimum of 1 year of work experience)

Step 5: Complete the QAFP™ Professional Education Program (through FP Canada)

Step 6: Become QAFP™ certified

Path to CFP® Certification

Minimum Education Requirements: University degree

Step 1: Complete the (educational requirements) four Core and Advanced Curriculum Courses through Durham College. (see below)

Step 2: Complete FP Canada Institute™ – Introduction to Professional Ethics (IPE) (through FP Canada)

Step 3: Complete CFP® professional education program (through FP Canada)

Step 4: Write CFP® Exam (through FP Canada)

Step 5: Become CFP® certified (requires a minimum of 3 years of work experience)

For further information about completing the CFP® or QAFP™ certification, please contact the FP Canada www.fpcanada.ca

Core and Advanced Curriculum Courses: (to be taken in order noted below)

1. Retirement Planning - FIN 1080
2. Risk Management and Estate Planning - FIN 2080
3. Strategic Investment Planning - FIN 3080
4. Income Tax Planning - FIN 4080

Questions? Call 905.721.3052