The Core Curriculum is the first step to achieving the QAFP or CFP certification. It consists of 6 Units for a total of 18 chapters in the Core Curriculum. After successful completion of the Core Curriculum you would be eligible to write the QAFP Exam, or to continue onto Unit 7 for those aiming for CFP certification.
Unit 1: Personal Finance Building Blocks
|Unit 2: Benefits, Math & Legal Building Blocks||Core Curriculum|
|Unit 3: Blueprint (Taxation)||Core Curriculum|
|Unit 4: Investment & Insurance Tools||Core Curriculum|
|Unit 5: Retirement & Estate Planning Tools||Core Curriculum|
|Unit 6: Construction (Behaviour, Practices & Regulation)||Core Curriculum|
Are there any time limits to completing the Core Curriculum Units?
There are no time limits to completing the Core or Advanced Curriculum. The only deadlines are with FP Canada and you can work out what your timeline would be with our CFP Student Advisor. If you would like to set up a call with the CFP Student Advisor please do so here.
Course Materials for CFP Core Curriculum
You will need to have an FP Canada-approved Financial Calculator (full list available on pages 23-24 on FP Canada's CFP Certification Guide). Starting in Unit 2 of our program we will begin covering the Financial Calculator.