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 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.

QAFP Certification Policies

CFP Certification Policies

FP Canada Standards Council™ Competency Profile

Standards of Professional Responsibility

Financial Planning Body of Knowledge (FP-BoK)

Marks Usage Guides

FP Canada Fee Schedule

2020 Projection Assumption Guidelines

FP Standard

Research and Studies