Certified Financial Planner

Message from FP Canada:

Given the current public health situation associated with COVID-19, FP Canada™ has decided to cancel the June administration of the CFP® and QAFP™ examinations. This decision was not taken lightly; however, FP Canada is taking this step to protect the wellbeing of all involved, and to do our part to “flatten the curve” of infection, for the health and safety of all Canadians.

Individuals who have registered for the June 4 CFP exam, or the June 5 QAFP exam will be automatically enrolled in the next sitting of these exams, taking place on November 26 and November 27, respectively. No further action is required for applicants.

See FP Canada's FAQs for more information.

Take the first step to becoming a Certified Financial Planner®

Athabasca University’s (AU) Faculty of Business provides specific online courses to help you meet the requirements of the QAFP/CFP.

What is FP Canada™

A national professional body working in the public interest, FP Canada (formerly known as Financial Planning Standards Council) is dedicated to fostering better financial health for Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada. There are approximately 19,000 professional financial planners in Canada who have met, and continue to meet, FP Canada’s standards.

Learn more about FP Canada

Learn more about the paths to certification

The path to FP Canada new QAFP & CFP Certification

The following courses are required to meet QAFP core curriculum requirements:

LGST 369 - Commercial Law
FNCE 370 - Overview of Corporate Finance
FNCE 322 - Personal Finance
FNCE 323 - Personal Finance: Special Topics

Note: Some of these courses do have prerequisites and may need to be taken first if they have not already been covered.

Prerequisite Courses
ACCT 253 -Introductory Financial Accounting
MGSC 301 - Statistics for Business and Economics I
TAXX 301 - Taxation I

In order to meet the advanced curriculum requirements for the CFP designation TAXX 301 - Taxation I will also be required in addition to the Core Curriculum courses.

This covers the curriculum requirements only. There are additional requirements needed with FP Canada in order to earn your certifications.

See the CFP FAQ's

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