The Financial Advisor's Association of Canada

CFP® Program
CFP® Study aids
CFP® Course outline
CFP® Course format
Capstone Course


Certified Financial Planner® (CFP)

The CFP program is offered in computer-based test format.


Students require Internet access and an e-mail address to take this format.*

Course material

All course material is in paper-based format.

Logon instructions

  • Students will be e-mailed logon instructions soon after registration.
  • This e-mail will also contain their username, password, and expiry date.


  • Students have four months from their registration date to complete all module tests and the final exam.
  • Student deadline dates will be e-mailed with their logon instructions.

Module tests

  • Students must complete module tests online via computer. There are no assignments to hand in.
  • Each test MUST be completed in order.
  • The module tests are worth 40% overall.
  • Students do not need to pass each module test in order to pass the course.
  • All questions are multiple choice.
  • All modules are weighted equally.

Minimum computer requirements




Web Browser

Chrome 1.0+

Internet Explorer 6.0+

Firefox 2.0+

Safari 1.3+

Internet Explorer 7

Firefox 3

Safari 3.1

Operating system

Windows 98, 98SE, ME, 2000, 2003, XP, Vista , 7

Mac OS X (up to 10.4)

Windows 2003, XP Service Pack 2


SVGA monitor

Minimum resolution of 800 x 600

Resolution of 1024 x 768 or greater

Internet speed

56K modem

56K or cable modem, DSL

Sun Java Runtime Environment (JRE)

JRE v1.4.2.x, 1.5.x, 1.6.x

(Required to run LiveRoom 4.3 and Equation Editor.)

JRE 1.6 update 13

Java script







  • All exams can be written online via computer.
  • Students may access their exam online any time within their four month period, provided that all module tests have been completed.
  • The final exam is worth 60% overall.
  • All questions are multiple choice.

Final grade

The final grade for the course is based on module tests and one final exam. The module tests are worth 40% and the final exam is worth 60% of the final course mark. Students need to achieve a minimum of 60% overall to pass this course.