Qualified Associate Financial Planner™
QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP™ professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions related to everyday financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence. QAFP professionals must hold themselves accountable to FP Canada for their professional conduct.
What it takes to earn QAFP certification:
1. Complete an FP Canada-approved Core Curriculum program.
2. Complete the Introduction to Professional Ethics course.
3. Achieve a passing grade on the QAFP examination.
4. Complete one year of qualifying work experience.
5. Complete the QAFP Professional Education Program within one year of certification.
6. Commit to abide by a code of ethics, practice standards and the rules and regulations of FP Canada.
7. Complete annual re-certification requirements, including continuing education.
For the complete certification history for this individual including any gaps in certification or disciplinary proceedings, please contact FP Canada Stakeholder Support at info@fpcanada.ca, 416.593.8587 or 1.800.305.9886.