Certified Financial Planner Designation

Certified Financial Planner (CFP®) Designation

The first step toward earning your Certified Financial Planner (CFP®) designation is to complete both the Advocis Core Curriculum Program for CFP® and QAFP™ Certification and the Advocis Advanced Curriculum Program for CFP® Certification. Advocis is an FP Canada-approved learning provider for both the CFP and the Qualified Associate Financial Planner (QAFP™) certification.

PLEASE NOTE: If you have successfully completed one or more of the Advocis FP241-244 courses as of December 31, 2019, and are planning to pursue a CFP, CLU or QAFP designation, you must register for additional modules to complete the Advocis Core Curriculum Program for CFP® and QAFP™ Certification. Click here for more information.

Who Should Enrol?

  • Individuals looking to earn their CFP designation
  • Financial services professionals or specialists looking to assist consumers with complex financial situations plan for their financial futures through comprehensive financial planning strategies

Requirements for CFP Certification

For more information on the path to CFP Certification and the IPE and the CFP PEP courses, please visit FP Canada’s Path to CFP Certification.

Advocis Core Curriculum Program for CFP® and QAFP™ Certification

Please note: Modules can be taken in any order. However, if you do not have experience with Time Value of Money calculations, Advocis recommends completing Module 912 – Financial Analysis before attempting the following modules: 913, 914, 915, 916, 918, 919, 921.


Advocis Advanced Curriculum Program for CFP® Certification

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