Certified Financial Planner Designation

Position yourself for success with the latest Advocis Exam Review Tools, now available for the upcoming QAFP and CFP examinations! Please note that both the QAFP and CFP Exam Review Tools are relevant to the CFP Exam.

CFP Exam Tool

QAFP Exam Tool

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.

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

Completion of the Advocis Core Curriculum Program for CFP® and QAFP™ Certification
Completion of the Advocis Advanced Curriculum Program for CFP® Certification
Completion of two educational courses offered only through FP Canada:
1. Introduction to Professional Ethics (IPE)
2. CFP Professional Education Program (CFP PEP)
FP Canada CFP Examination

Program FAQ and 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.