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Qualified Financial Planner (QFP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization International Association of Qualified Financial Planners
Qualification and Training Requirements
Prerequisites

Candidate must have a minimum of three years experience in the field of Financial Planning and hold one or more of the following designations:

  • Chartered Financial Consultant (ChFC)
  • Certified Financial Planner (CFP)
  • Master of Science with a Financial Planning concentration (MS)
  • Master of Science in Financial Services with a Financial Planning concentration (MSFS)
  • Personal Financial Specialist (PFS)
Designation Training Requirements

Varies according to designation above
Designation Exam Type

Varies according to designation above
Continuing Education Requirements

30 hours every two years
Verification and Complaints
Online Designation Resource

Online at Verify/Find a QFP
Investor Complaint Process

Online at Disciplinary Procedures & Complaint Process
Published List of Disciplined Designees

None