The competency profiles explain the unique value offered by Qualified Associate Financial Planner™ professionals and Certified Financial Planner® professionals.

These profiles are a valuable resource for exam candidates, financial planners, education providers and employers.

 

Every five years, FP Canada™ revalidates the competency profiles to ensure that they:

  • have continued relevance to the financial planning industry
  • represent the competency and skill level required by Canadians
  • reflect the demands placed upon financial planners

Need help?

FP Canada provides information and guidance to QAFP professionals and CFP professionals at all stages of their careers.

Certificant and Student Services is available Monday to Friday, 9:00 AM to 5:00 PM ET.

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