Introduction to Professional Ethics
CFP Professional Education Program
Effective January 1, 2020, Qualified Associate Financial Planner™ certification will replace FPSC Level 1® certification. QAFP certificants demonstrate
the knowledge, skills, experience and ethics to provide holistic financial planning for clients with less complex planning needs.
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Certified Financial Planner® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture,
at the highest level of complexity required of the profession.
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Get started on the road to financial confidence with the help of a professional financial planner.
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FP Canada certificants: find information and resources to support you in your career.
Learn everything you need to know about earning a designation through FP Canada.
Learn about important changes to FP Canada certifications
View the paths to certification
Financial planning sets you on a course to achieve your personal financial goals so that you can live your life with confidence.
A national professional body working in the public interest, FP Canada (formerly known as Financial Planning Standards Council) is dedicated to fostering better financial health for Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada. There are approximately 19,000 professional financial planners in Canada who have met, and continue to meet, FP Canada’s standards.
A division of FP Canada, the FP Canada Institute™ is dedicated to elevating the practice of financial planning. The FP Canada Institute provides professional education, practice support tools and other resources to financial planners and financial planning students to help them meet the needs and expectations of all Canadians seeking financial planning advice from a certified professional.
A division of FP Canada, the FP Canada Standards Council™ establishes and enforces financial planning standards, sets the certification requirements for professional financial planners and develops and delivers certification examinations. The FP Canada Standards Council ensures FP Canada certificants―Certified Financial Planner® professional and FPSC Level 1® Certificants in Financial Planning―meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.
The FP Canada Research Foundation™, an independent registered charity, is dedicated to funding, promoting and disseminating financial planning research for the benefit of Canadians. The Foundation focuses on technical and behavioural research that enhances the practice of professional financial planning, as well as research that reflects the impact of financial planning on society.
Life is complicated and it can be overwhelming to even think about starting the financial planning process. A professional financial planner can look at your whole picture and provide the guidance you need to take charge of your future.
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The first of its kind worldwide, the Financial Planning Body of Knowledge (FP-BoK) defines the scope and holistic nature of financial planning. The FP-BoK clearly distinguishes the knowledge expected of FP Canada certificants and comprises 12 topics: