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Become a financial planner

Financial planners are trusted advisors. Canadians will look to you to help them understand how to manage their money. Whether you already work in finance or you are just getting started, a financial planner certification lets clients and employers know you are a knowledgeable professional.

Financial planning career pathways

  • CFP® certification
  • QAFP™ certificiation
  • QAFP™ to CFP® Paths 1 or 2

CFP certification

Are you looking for your next professional challenge? Become a Certified Financial Planner® (CFP®). CFP certification is the worldwide standard for financial planning. CFP professionals are highly desired by employers and clients alike, and the certification is widely recognized by institutions and regulatory bodies. It signifies you use appropriate and sound planning strategies, skills, and solutions for complex financial situations, with the highest ethical standards of responsibility.

Certified Financial Planner (CFP) certification involves coursework, an exam, 3 years of relevant work experience, and completion of the CFP Professional Education Program. Once you complete the coursework, you’ll need to pass the certification exam and complete your work experience before you can apply for certification.

BCC courses for this path

Who should enrol?

  • Financial services professionals or specialists
  • Professionals who have a QAFP certification and wish to earn a CFP certification

This level of certification is recommended for professionals:

  • Without a university degree 
    (starting April 1, 2022, a post-secondary degree from an accredited university will be required, unless you have obtained QAFP certification by that date)

  • Seeking a high level of professional recognition in the financial services industry
  • Working on a team or managing other individuals with the CFP certification

Pathway comparisons

Direct to CFP Direct to QAFP QAFP to CFP 1 QAFP to CFP 2

BCC Core Curriculum

Yes

Yes

Yes

Yes

Complete FP Canada's Intro to Professional Ethics

Yes

No

Yes

Yes

BCC Advanced Curriculum

Yes

No

Yes

Yes

Exam prep

Available

Available

Available

Available

Exam

CFP exam

QAFP exam

QAFP exam + CFP exam

QAFP exam + CFP exam

FP Canada's Professional Education Program (PEP)

CFP PEP

QAFP PEP

CFP PEP

QAFP PEP +
QAFP to CFP
certification bridge program

Work experience

3 years

1 year

3 years

3 years

Continuing education requirements

25 credits annually

12 credits annually

25 credits annually

25 credits annually

QAFP certification

Take your career to the next level by becoming a Qualified Associate Financial Planner™ (QAFP™). QAFP certification lets your employers and clients know you are an ethical professional with a broad knowledge of financial planning strategies, skills, and solutions. If you enjoy providing sound financial planning advice to help Canadians with their everyday financial needs, QAFP certification may be for you.

QAFP certification involves coursework, an exam, work experience, and completion of the QAFP Professional Education Program. Once you complete the coursework, you will need to pass the certification exam and gain a year of relevant work experience before you can apply for certification.

BCC courses for this path

Who should enrol?

  • Financial services professionals or specialists

This level of certification is recommended for professionals:

  • Without a university degree (until April 1, 2022, when a 2-year diploma will be required)
  • Looking for professional recognition while pursuing the full CFP® program
  • Looking to serve a broad market without needing to focus on a higher level of certification
  • Working on a team or managing individuals with the CFP® Certification

QAFP to CFP Path 1

You have recently earned your Qualified Associate Financial Planner™ (QAFP™) certification and now you want to pursue your Certified Financial Planner® (CFP®) certification. You will pursue this path if:

  • Your QAFP certification is in good standing.
  • You received your QAFP certification within the last year.
  • You have not completed the QAFP Professional Education Program.

BCC courses for this path

QAFP to CFP Path 2

You have recently earned your Qualified Associate Financial Planner™ (QAFP™) certification and now you want to pursue your Certified Financial Planner® (CFP®) certification. You will pursue this path if:

  • Your QAFP certification is in good standing.
  • You completed the QAFP Professional Education Program within one year of your certification.

BCC courses for this path

Specializations

If you would like to enhance your knowledge about more complex finance and insurance matters, there are specialized courses you can take that will allow you to better serve your clients.

Chartered Life Underwriter®

The Chartered Life Underwriter (CLU®) certification provides the education needed to differentiate your practice in complex wealth transfer and estate planning.

Elder Planning Counselor™

The Elder Planning Counselor (EPC™) course provides classes and training for professionals working with clients over 55 in many different fields, including financial planning, insurance, accounting, funeral planning, social work, and nursing.

Certified Health Insurance Specialist®

The Certified Health Insurance Specialist (CHS®) CHS is the best recognized living benefits-focused certification in Canada.

Continuing education

Insurance agent licensing organizations require professionals to meet annual Continuing Education (CE) requirements.

BCC offers a variety of courses and formats. Choose between online delivery, live webinars, and classroom seminars to earn your credits. We also offer a unique subscription program that puts you in control of your CE credits.

Ethics & Professional Responsibility CE course

Our Ethics & Professional Responsibility CE courses give you an opportunity to earn the FP Canada Professional Responsibility credits that are required annually for many insurance and financial certification.

CE podcasts

BCC podcasts are freely available to our students. To receive CE credits, students can purchase and pass our podcast quizzes.

CE seminars and webinars

BCC CE seminars and webinars feature presenters from the financial services sector, as well as other institutions and industries. Attend to learn about and discuss emerging trends and important topics to financial and insurance professionals.

CFP®, Certified Financial Planner®, and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP™, Qualified Associate Financial Planner™, and QAFP logo are those of FP Canada™.
Advocis®, The Institute for Advanced Financial Education (The Institute), CLU®, CHS, CH.F.C.®, PFA™ and APA® are trademarks of The Financial Advisors Association of Canada (TFAAC).

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