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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Qualified Associate Financial Planner / QAFP Certification

CSI provides you with three streams towards achieving the QAFP™ certification. Each of these streams meets the educational requirements of the FP Canada Approved Core Curriculum Program on the path to QAFP™ Certification and is tailored to the intricacies of the industry (banking, mutual fund dealer or investment dealer) it is designed for. It is recommended that students opt for the route of the industry they work in or aspire to, as that route is best structured and nuanced for that particular field.

Please refer to the FP Canada website for more information on the QAFP™ Certification


Note: Please refer to the FP Canada website for information on experience requirements and pre-requisites (such as college/university diplomas or degrees)