u/Garbs83

▲ 2 r/CFP

QAFP - Canada

Hello all,

I am a Financial Advisor in Ontario Canada. I bought a book of business, about $47 million and it's grown to $50 million with a few new accounts and with the market.

I am MFDA certified and working on my LLQP. I have already added ETFs to my offering along with Liquid Alts.

I do not have a university degree, only college, so for now, the CFP is off the table.

I'm wondering if my next move after LLQP should be QAFP? That would allow me to call myself a Financial Planner in Canada.

Not sure how necessary that would be? The book I bought was from a retiring Financial Advisor, not a CFP or QAFP. They were successful over their career.

Thanks

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u/Garbs83 — 16 hours ago