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Financial Planning Courses

Level up your financial services career with a CFP® or QAFP™ designation.

Let’s level up your career

Choose Your Designation

QAFP™Qualified Associate Financial Planner™

QAFP™ certification lets employers and clients know you are an ethical professional with a broad knowledge of financial planning strategies, skills, and solutions.

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CFP®Certified Financial Planner®

CFP® certification is an international standard for financial planning. CFP® professionals are highly desired by employers and clients alike, and the certification is widely recognized by institutions and regulatory bodies.

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Students interested in bridging to CFP® certification can choose to complete the CFP® Professional Education Program within one year of achieving QAFP™ certification.

Here’s how our designations can help you level up your career.

Earning a Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP) designation can significantly elevate your career progression, earnings, and seniority. These credentials represent a high level of expertise, professionalism, and dedication to the field of financial planning.

With a CFP or QAFP designation, professionals gain a comprehensive understanding of various financial aspects, including investment planning, tax management, retirement planning, and estate planning. This knowledge and expertise instill confidence in clients, as they trust that their financial affairs are in the hands of a qualified and competent advisor.

Obtaining these designations involves rigorous education, examinations, and ongoing professional development. This commitment to continuous learning ensures that CFPs and QAFPs stay up to date with the latest industry trends and best practices, allowing them to offer cutting-edge advice and solutions to their clients.