CFP® / QAFP™ Program – Policies

CFP® / QAFP™ Program – Policies

Prior Learning, Exemptions and Equivalencies

Courses (Includes Modules) Exemptions: An exemption occurs when a course taken at an educational institution / organization other than Advocis is considered for equivalency with a course or module offered by Advocis. A course exemption allows the candidate to avoid duplication of studies in the pursuit of a designation program. A limited number of exemptions will be granted for each program. The courses requested to be evaluated for exemption must have been successfully completed within the last 4 years.

Course Exemption Fees: $75 administration (non-refundable) + $75 for each exemption granted (plus GST/HST). Please note that the non-refundable $75 administrative fee will be charged to your credit card upon receipt of your request. The $75 exemption fee will be charged upon your acceptance of each equivalency.

Recognition of External Designations: Advocis recognizes certain designations you’ve earned throughout your career. We recognize these designations for the higher level knowledge and expertise associated with them and, where appropriate, offer equivalencies with Advocis courses. As long as you provide documentation indicating you have earned the designation and are in good standing, we will consider the equivalency request. A fee for Recognition of External Designations will be required with your application. Recognition of external Designations Fee: $100 (plus GST/HST).

How to Apply: To apply for a Course Exemption or Recognition of an External Designation, you must complete the Prior Learning Assessment and Recognition Form. Please submit the form, along with the supporting documentation (see below), by email to or fax (416-444-8031). Once the application and supporting documentation have been assessed by Advocis, you will be notified of the results (within 10 business days).


Supporting documentation for Course Exemptions:

  • A certificate of completion/transcript (completed within the last 4 years)
  • A detailed syllabus/table of contents of the program materials for assessment purposes

Supporting documentation for Recognition of an External Designation:

  • A letter of good standing


The Advocis Core Curriculum Program is offered by individual module or by bundle (all 12 modules). Cancellation policies will vary depending on your registration. Please see the table below for details:

Please note: Registrations are non-transferable and applicants must ensure that the information provided in their registration is accurate, as changes can not be made once the application has been processed.

Individual Module RegistrationBundle Registration

You have 30 days from the date of registration to withdraw from your module or course and receive a partial refund (no refunds after this date).

Fee: Refund minus $75 + taxes

You have 90 days from the date of registration to withdraw from your bundle and receive a partial refund (no refunds after this date).

Fee: Refund minus $150 + taxes

Course Extension

If you are unable to complete your module within its term, you may purchase an extension. The following rules apply:

  • Extension is 90 additional days from course expiry date
  • Extensions must be requested at least 10 business days before the end of the course term.

Fee: $75 + taxes


If you are unsuccessful in passing your module or course, you may request up to two (2) rewrites. Rewrites must be completed within 90 days of course expiry.

Fee: $75 + taxes per attempt

PLEASE NOTE: For more information, please contact Member Services via, 1-877-773-6765 or 416-444-5251.