CapU's Post-Baccalaureate Certificate in Financial Planning - Professional program is for people who work in financial services, have a degree and want to advance their financial advising career with a Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation.
A financial planner’s expertise guides clients through the challenges of investing, financing, retirement, estate and insurance planning to help them secure their financial future.
This five-course program is offered part-time and is designed exclusively for people who have a degree and are licensed in one of the following:
- Life Insurance - Life License Qualification Program (LLQP)
- Mutual Funds and Securities - Canadian Investment Regulatory Organization
- Registered Mortgage Broker - BC Financial Services Authority (BCFSA)
Contact us today to learn how to complete the FP Canada™ Core and Advanced Curriculum in a classroom setting to qualify for the QAFP™ or CFP® exams.
Prepare for the CFP exam
After passing your QAFP exam and building up on-the-job experience, you'll be ready to study for the Certified Financial Planner (CFP) licensing exam.