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 Educational 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)
Education Requirements Varies according to designation above
Examination Type Varies according to designation above
Continuing Education Requirements 30 hours every 2 years, or 15 hours annually
Verification, Complaints and Accreditation
Check Designation Status Online Online at QFP Registry of Qualified Financial Planners—Verify/Find a QFP
Investor Complaint Process Online at Complaint Filing Process
Published List of Disciplined Designees None
Accredited By None