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

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

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