In this area we have compiled documents found throughout our site so that you can quickly access our key publications, policies and procedures, as well as browse helpful tools for candidates, practicing financial professionals and the
Canadian public.
Key Publications
These documents serve to further define the expectations of QAFP™ professionals and CFP® professionals for better clarity by consumers, more consistent delivery of financial planning by firms and practitioners and to
better equip educators in preparing the next generation of financial planning professionals for practice.
