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Certified Financial Planner (CFP)

Credential:
Professional Designation
Code:
CFP

Professional Designation

Program Description

Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) certifications are the most widely recognized financial planning designations in Canada and considered the standard for the profession, representing the highest level of competence, ethics and practice. There are nearly 17,000 CFP® professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.

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

Currently offered

Course Title Location
FIN 4080Income Tax PlanningOnline
FIN 1080Retirement PlanningOnline
FIN 2080Risk Management and Estate PlanningOnline
FIN 3080Strategic Investment PlanningOnline