QPFP Certification – Steps & Standards

Becoming a QPFP Certificant requires going through a rigorous program and meeting high standards. But once you reach the finish line, you'll see it was all worth it and you’ll take pride in what you’ve truly earned.

Step 1

QPFP Application

Candidates aspiring to pursue and get QPFP Certification need to check for eligibility and apply for the upcoming batch of the QPFP Program. Eligibility Criteria to apply for QPFP Certification Program is

Step 2

QPFP Level 1 - Personal Finance Foundations

Candidate should attend the 100+ Hours / 6 Months Education program comprising of 3 Levels with around 50+ topics and 50+ ProTools. Candidates can attend these weekly sessions live or via recordings.

Step 3

QPFP Level 2 - Personal Finance Solutions

Testing of QPFP Candidates happens at 3 stages as follows and QPFP Candidates should clear all the 3 stages to be eligible to apply and get awarded QPFP Certification;

Step 4

QPFP Level 3 - Personal Finance Products

QPFP Candidates must sign the QPFP Ethics@Heart Declaration and agree to abide by ethical standards to get the QPFP Certificate after clearing the finals

ETHICS stands for Expertise, Transparency, Holistic, Integrity, Client-First, Solutions

Step 5

QPFP Workshop - Comprehensive Personal Finance Blueprint

QPFP Certification is awarded to candidates who complete all the above 4 Steps and the required certification fees.

On receiving the hard-earned certification, QFFP Certificants will get;

Step 6

QPFP Final Examination

QPFP Candidates must sign the QPFP Ethics@Heart Declaration and agree to abide by ethical standards to get the QPFP Certificate after clearing the finals

ETHICS stands for Expertise, Transparency, Holistic, Integrity, Client-First, Solutions

Step 7

QPFP Certification - Application & Award

QPFP Candidates must sign the QPFP Ethics@Heart Declaration and agree to abide by ethical standards to get the QPFP Certificate after clearing the finals

ETHICS stands for Expertise, Transparency, Holistic, Integrity, Client-First, Solutions

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