Choose the one that fits you.

You are in control of your educational journey. Whether you choose self-study or Instructor-led training, you’re on the right path to certification.

Self-Study Subscription: $100/month

Subscribe and get started on your certification on your schedule! Self-study is a valuable option for those who want to manage their own learning schedule.

Includes:

• Full access to the course materials, assignments, quizzes, and instructor support for Unit 1-7 for either the CFP or QAFP Certification Education Program.  
• Electronic textbooks are supported by recorded instruction or optional live instruction.
• Access video playlists and forums with instructor participation.
• Receive feedback-based assignments and quizzes.
• Great for independent learners.

Are you ready to take your career to the next level? The education you need to gain your Certified Financial Planner® (CFP®) designation or Qualified Associate Financial Planner™ (QAFP™) certification is available for you in just a few clicks.

Picture yourself as a CFP® professional with the tools you need to examine your client’s finances as a whole at the highest level of complexity. Or, imagine being a QAFP™professional, where you provide comprehensive financial planning strategies for clients who have less complex financial needs than those who would seek advice from a CFP® professional. Each certification helps you meet your clients’ needs better than before, and increases their trust in you as a financial services professional.

Become a Certified Financial Planner® (CFP®)

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. It signifies you use appropriate and sound planning strategies, skills, and solutions for complex financial situations, with the highest ethical standards of responsibility.

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CFP® Certification Education Program

CFP certification involves coursework, an exam, 3 years of relevant work experience, and completion of the CFP Certification Education Program. 

1. BCC Core Curriculum 
2. BCC Advanced Curriculum  
3. Introduction to Professional Ethics (IPE) 
4. Professional Education Program 
5. CFP Exam Prep
6. CFP Exam  
7. Subscribe to BCC CE to maintain certification

Become a Qualified Associate Financial Planner™ (QAFP™) Professional

QAFP certification lets your employers and clients know you are an ethical professional with a broad knowledge of financial planning strategies, skills, and solutions. If you enjoy helping Canadians with their financial planning needs by providing advice, QAFP certification may be for you.

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

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QAFP™ Certification Education Program

QAFP certification involves coursework, an exam, work experience, and completion of the QAFP Certification Education Program

• BCC Core Curriculum
• Introduction to Professional Ethics 
• QAFP Exam Prep
• QAFP Exam 
• Apply for QAFP Certification 
• Choose to complete the QAFP Professional Education Program or move to the CFP Professional Education Program

Live Instruction Exam Prep

BCC Exam Preps help you prepare for your Qualified Associate Financial Planner™ (QAFP™) or Certified Financial Planner® (CFP®) certification exams.

BCC Exam Preps focus on exam questions and answers with full length mock exams and recorded webinars which dissect, discuss, and dig into the mock exams.

Exam day routine and best practices, study schedules, and content review round out the resources.

Join Instructor Jason Watt for a half-day or full-day sessions and deep dive into dissection, discussion, and debate of mock exam questions.

Includes

• 4 Half Day, Live, Interactive Webinars
• 2 Full Length Mock Exams
• Study Schedules
• Content Review Resources

Live Instruction Schedule

• August 29, 2024 @ 10:00 AM MST
• September 5, 2024 @ 10:00 AM MST
• September 25, 2024 @ 10:00 AM MST
• October 3, 2024 @ 10:00 AM MST

Recorded Instruction Exam Prep

BCC Exam Preps help you prepare for your Qualified Associate Financial Planner™ (QAFP™) or Certified Financial Planner® (CFP®) certification exams.

BCC Exam Preps focus on exam questions and answers with mock exams, and recorded webinars which dissect, discuss, and dig into the mock exams.

Exam day routine and best practices, study schedules, and content review round out the resources.

Get access to your exam prep resources on your schedule!

Includes

• Recorded Webinars
• 2 Full Length Mock Exams
• Study Schedules
• Content Review Resources

Get access to your exam prep resources on your schedule!

Includes

• Recorded Webinars
• 2 Full Length Mock Exams
• Study Schedules
• Content Review Resource