AFP Exams

Applied Financial Planning (AFP) Exam Overview

Earning the Personal Financial Planning (PFP®) certification from the Canadian Securities (CSI) requires the candidate to successfully pass the AFP Exam 1 and AFP Exam 2. Prior to enrolling and writing the AFP Exam 1 and AFP Exam 2, the candidate will need complete the courses/programs outlined by CSI as part of the approved education path. Further details can be found at CSI website.

The PFP® Professional Competency Profile outlines the subject matter expertise required to pass the AFP Exams. The full competency profile can be found at CSI website.

The competency profile outlines 8 topics that cover all areas of financial planning:

Enabling Competencies

  • Professional Conduct and Regulatory Compliance
  • Client Relationship and Practice Management

Technical Competencies

  • Asset and Liability Management
  • Risk Management and Insurance
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning

It is recommended that candidates use the competency profile to guide their preparation for examination success.  Here at PlannerPrep, we have 500+ financial planning exam questions where students can choose the number of questions based on the enabling competencies and technical competencies above.

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