Qualified Associate Financial Planner Designation

Qualified Associate Financial Planner (QAFP™) Designation

The first step toward earning your Qualified Associate Financial Planner (QAFP) designation is to complete the Advocis Core Curriculum Program for CFP® and QAFP™ Certification. Advocis is an FP Canada-approved learning provider for both the QAFP and the Certified Financial Planner (CFP®) 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 QAFP designation
  • Financial services professionals or specialists looking to assist consumers with less complex financial planning needs plan for their financial futures through financial planning strategies

Requirements for QAFP Certification

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


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