Certified Financial Planner

Effective April 1, 2022, new applicants for QAFP certification must hold a post-secondary diploma from an accredited college or university.

Effective April 1, 2022, new applicants for CFP certification must hold a post-secondary degree from an accredited college or university.

*QAFP professionals and CFP professionals already certified on or before March 31, 2022, are exempt from the post-secondary education requirements.

Find out more here.

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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