There are two financial planning designation available through FP Canada™ and BCC will support students en-route to both.
The CFP® designation is designed for advisors that want to provide advice to clients across a range of situations, including more complex cases. The QAFP™ is great for advisors working with Canadians with less complex financial planning needs.
Check out the paths and details on each step below.
Direct Path to CFP® Designation [+]
QAFP-to-CFP® Path to Designation [+]
Direct Path to QAFP™ Designation [+]
Core Curriculum (QAFP™ & CFP® Designations) [+]
The Core Curriculum is the starting point for both designations and will cover the foundational technical content needed by CFP and QAFP professionals. BCC offers these courses online as either supported self-paced, with live instruction, or as a blend of the two. Click here for topics and here for registration details.
Introduction to Professional Ethics (QAFP™ & CFP® Designations) [+]
All candidates must complete the 3 hours IPE course through FP Canada Institute. It is self-paced and online. Click here for details.
QAFP™ Exam (QAFP™ Designation) [+]
Candidates that would like the QAFP designation will then challenge the QAFP Exam. It is written twice per year and administered by FP Canada. Click here for details. BCC offers prep resources for candidates, with details here.
Professional Education Programs (QAFP™ and CFP® Designations) [+]
All candidates must complete a PEP through FP Canada. QAFP professionals must complete one within a year of passing the QAFP Exam. If they are stopping at the QAFP designation, they can take the 80 hour QAFP PEP. If they plan to proceed to the CFP designation at some point, the 110 hour CFP PEP can be completed. Examinees must complete the CFP PEP before registering for the CFP Exam. Click here for details.
Advanced Curriculum (CFP® Designation) [+]
The Advanced Curriculum covers the additional technical content that prepares CFP professionals for dealing with more complex financial planning situations. BCC offers a supported self-paced or live instruction course. Click here for more details.
CFP® Exam (CFP® Designation) [+]
Work Experience (QAFP™ & CFP® Designation) [+]
Work experience of one year for QAFP™ professionals and three years for CFP® professionals is required to apply for designation. Click here for details.
Post-Secondary Education Requirement (QAFP™ & CFP® Designation) [+]
Starting in 2022 all new applicants for CFP® and QAFP™ designation must have a post-secondary education. CFP® professionals will require a degree from an approved institution while QAFP™ professionals will need a diploma. There will be some exemptions in place from 2022-2024, when there will be no exceptions to the post-secondary requirement. Click here for details.