The Works for the Qualified Associate Financial Planner™ Exam

The Qualified Associate Financial Planner™ is a certification issued by FP Canada that indicates that an individual has demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for clients with less complex planning needs.

The Works for your success are Gobeil’s Collection of 1,000 Questions™, Gobeil's Strategic Case Studies™ with multiple-choice questions, Financial Calculations for the Financial Planner™, Gobeil's Exam Writing Techniques™ and The Personal Financial Planner's Manual™.

The 1,000 Questions will polish your technical knowledge; while the Strategic Case Studies will get you comfortable with the format of the case study backgrounds and questions applying your professional judgement to many client situations. Financial Calculations will expose you to all the knowledge required to quickly and accurately solve time value of money problems. Exam Writing Techniques will show you how to get the most out of your knowledge while answering questions. The Manual will provide you with a complete reference service of everything there is to know about the subject.

You can choose the Windows PC version or the Apple MAC version of the study aids other than The Manual.

You can choose the Windows PC version or the Printed version of The Personal Financial Planner's Manual™. The Manual is not available for an Apple MAC computer.

FP Canada owns the Qualified Associate Financial Planner™ and QAFP™ certification marks.

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