Summary

The CERTIFIED FINANCIAL PLANNER® or CFP® designation is a gold standard of knowledge in the financial services world. It denotes professionalism with a strong competency at the highest level of complexity and a commitment to ethics placing the clients’ interests first. These professionals have achieved education, experience and examination to earn the most widely recognized financial planning designation.

With new program requirements rolling out in late 2019 and early 2020, candidates will work through a mix of courses and exams offered by BCC and FP Canada™. Note that the Advanced Curriculum will not be available at BCC until 2020.

The BCC CFP® Certification Education Program is instructor and advisor supported – let our team help keep you on track as you learn the content, prepare for the exams, and achieve the designation!

On January 1, 2020, the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ or QAFP™ designation will replace the current FPSC Level 1® certification. As part of this change, FP Canada™ has increased the requirements for QAFP™ certification, to create a designation demonstrating an understanding of foundational knowledge and experience to assist Canadians with less complex financial planning.

Candidates may take a few different routes to their designations and may decide to aim directly at CFP® certification, opt for QAFP™ certification as the final goal, or lock in their progress and earn the QAFP™ designation enroute to the CFP™ designation.

Discuss the options and what route may work best for you with Kelsey today.

BCC Core Curriculum (CFP® & QAFP™ Designation)

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Exam Prep (CFP® Certification Education Program)

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CFP® and QAFP™ Designation Routes

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BCC Advanced Curriculum (CFP® Designation)

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FP Canada™ Introduction to Professional Ethics (CFP® & QAFP™ Designation)

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FP Canada™ Professional Education Programs (CFP® & QAFP™ Designation)

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