CFP® Certification Education Program

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Program Overview

Changes are being made to the CFP Certification Program. Check back in early 2020 for the updated program details and upcoming dates.

The CFP® Certification Education Program is designed to help professionals in the financial services industry learn the fundamentals of building a comprehensive financial plan. This program is the first step towards CFP® designation with the FP Canada (formerly Financial Planning Standards Council).

Partners

The CFP® Certification Education Program at Ashton College is offered in partnership with Advocis and is an FP Canada-accredited Core Curriculum program.

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Paths to Certification

If you’re interested in applying for the QAFP or CFP certifications, but already have relevant financial or equivalent professional qualifications, you may be able to pursue a faster path to certification. Learn More

If you hold other designations or licenses, you may be exempted from taking some of the components of FP Canada’s Core Curriculum and Advanced Curriculum. Learn More

FP Canada is making the following changes to its certification programs – Effective January 1, 2020

  • Effective January 1, 2020, QAFP certification will replace the FPSC Level 1® certification. If you presently hold an FPSC Level 1 certification, you will automatically become a QAFP professional on January 1, 2020.
  • If you’re currently pursuing your CFP certification, you will not need to write the FPSC Level 1 examination.
  • New professional education requirements will soon be introduced for those pursuing QAFP and CFP certifications.
  • If you’re a QAFP certification candidate, you will need to demonstrate one year of relevant work experience before certification.

Candidates who pass the FPSC Level 1 examination in November 2019, will not have to demonstrate the one year work experience to be eligible for QAFP certification. However, the three-year work experience requirement for CFP certification remains unchanged. The post-secondary education requirements for CFP certification and QAFP certification will come into effect in 2022.

FP Canada Certifications

FPSC Level 1® Certification and QAFP™ Certification

QAFP certification will indicate that the certificant has demonstrated the knowledge, skills, experience and professionalism required to provide holistic financial planning strategies and solutions for clients with less complex planning needs.

CFP® Certification

CFP certification indicates that the certificant has demonstrated the knowledge, skills, experience and ethics required to examine their clients’ entire financial picture, at the highest level of complexity, and work with their clients to build a financial plan.

Path to CFP certification

Learn more about the paths to CFP Certification.

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