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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.

Courses required

  • BCC Core Curriculum
  • CFP Professional Education Program

Requirements

The BCC Core Curriculum for QAFP and CFP is the same. To move toward your CFP certification:

  • Complete Unit 7: BCC Advanced Curriculum, offered by BCC.
  • Optional: Complete the CFP Exam Prep Webinar offered by BCC.
  • Complete the CFP Professional Education Program through FP Canada.
  • Take the CFP Examination through FP Canada. The exam must be completed within 4 years or 4 attempts of beginning the CFP portion of your professional education.
  • Complete a minimum of 3 years of relevant work experience.
  • Apply for CFP certification.
  • Maintain certification through continuing education. BCC provides a variety of qualifying webinars and podcasts each year.

Note: Effective April 2022, a post-secondary degree from an accredited university will be required to receive certification. There are some exceptions to this rule. More information can be found here.

Ready to get started? QAFP™ to CFP® courses by BCC

The Advanced Curriculum is the second technical component of the CFP® certification route focusing on more complex planning issues. This course builds on the blocks, blueprints, tools, and construction skills developed in the Core Curriculum.


QAFP™ and CFP® Exams are held twice a year by FP Canada. Generally the exams are written in June and November with registration closing one month in advance. Use this BCC exam prep tool to better prepare for your examination.


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