Resources

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 CFP® professionals and FPSC Level 1® certificants 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.


Resources

{{res.Category}}

{{res.ResourceTitle}}

Available to Registered Planners only

Even more resources

Look through our past resources and get inspired!

{{res.Category}}

{{res.ResourceTitle}}

Available to Registered Planners only