LibGuides: Financial Planning and Financial Services : Financial Planning Standards

Financial Planning Standards

FP Canada Standards Council™ Standards of Professional Responsibility
Describes the standards to which CFP® professionals and QAFP™ professionals in Canada are expected to adhere.
FP Canada™ Standards Council® Competency Profile
Describes the competencies expected of CFP® professionals and QAFP™ professionals in Canada.
FP Canada™ Financial Planning Body of Knowledge
Describes the knowledge expected of CFP® professionals and QAFP™ professionals in Canada.
Canadian Securities Institute PFP® Professional Competency Profile
Describes the required competencies of PFP® professionals in Canada.