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: Registration for the May 2021 QAFP™ and CFP® exams is now open. Registration for the Advocis CFP Exam Review Tool is now available. For more information, please see our full announcement.

 

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.

Program FAQ and Policies

Program FAQ Program Policies

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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