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Canada · Certification exam

FP Canada exam guides, competency profiles and blueprints

FP Canada doesn’t publish a single textbook for the exams. What it does publish, free, are the documents that define them: the Guide to the CFP Examination and Guide to the QAFP Examination, a competency profile for each designation, and an exam blueprint with the weightings. Read the guide for your exam first, then study against the competency profile.

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Updated October 2026 · Written from official sources, listed at the bottom of this page

The official documents and what each is for

DocumentWhat it tells you
Guide to the CFP Examination / Guide to the QAFP ExaminationRules, fees, ID, calculators, online proctoring, scoring and retakes. Updated before each sitting
Competency Profile for CFP or QAFP CertificationWhat you must be able to do, area by area. This is the real syllabus
FP Canada Blueprint: CFP Exam or QAFP ExamHow much of the exam goes to each function, area and complexity level
Financial Planning Body of KnowledgeThe technical knowledge expected of a planner entering practice
Equations for rate of return and time value of moneyThe formulas available to you during the exam

The syllabus in short

The competency profiles cover six financial planning areas: financial management, investment planning, insurance and risk management, tax planning, retirement planning, and estate planning and law. Across each one, you’re tested on three functions: collecting information, analyzing it and recommending. Professional skills run through everything: conduct, critical thinking, interpersonal, communication and collaboration skills.

Where the course material comes from

The course books themselves come with your education program, from the FP Canada Institute or a recognized college or university. FP Canada doesn’t offer them as free PDFs.

If you started with CSI, note that CSI’s courses stopped meeting FP Canada’s technical education requirements on June 30, 2026. FP Canada has a page on transferring your education.

FP Canada: Transfer your education ↗

Ethics and policies

You’ll also want FP Canada’s Standards of Professional Responsibility, which include the Code of Ethics, and the CFP or QAFP Certification Policies. The policies cover eligibility, attempts and timelines. As of June 1, 2026, you get up to four exam attempts within four years of finishing the Professional Education Program, and a maximum of eight if you requalify.

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Everything else, in one place

OverviewFP Canada exams: CFP and QAFPQuestions and passing scoreHow many questions are on the CFP and QAFP exams?Exam datesCFP and QAFP exam dates and registrationCostHow much does the CFP exam cost in Canada?Online examCan you write the CFP or QAFP exam online?Practice testFP Canada practice exam questionsWhere to learnWhere to study for the CFP and QAFP exams
Sources: FP Canada, FP Canada Standards Council Competency Profile for CFP Certification and 4 more. Checked October 2026.

Rules and fees can change, so check the official site before your test.