CFP frequently asked questions
Yes, Athabasca University is an approved educational provider of approved Core Curriculum programs. AU provides the required courses students must complete.
AU was granted approval on June 14, 2016.
If you took courses prior to Athabasca University becoming an approved Core Curriculum provider, you may be eligible to write the exam. However, you must also have taken FNCE 322: Personal Finance in its new revision (revision 5) which opened in April 2017 as it covers necessary content in order to meet FP Canada's education requirements.
You may need to provide a transfer credit equivalency report in order to show the course was equivalent to the course(s) here. An advisor in our Student Support Centre can help you with this.
Yes! You are able to use the designation and logo. You can find the logo’s and proper usage guidelines here.
Effective April 1, 2022, new applicants for QAFP certification must hold a post-secondary diploma from an accredited college or university.
Effective April 1, 2022, new applicants for CFP certification must hold a post-secondary degree from an accredited college or university.
*QAFP professionals and CFP professionals already certified on or before March 31, 2022, are exempt from the post-secondary education requirements.
Find out more here.
Find out more about how to become a CFA.
Updated October 13, 2022 by Digital & Web Operations (web_services@athabascau.ca)