Documents
Candidate Guide to Financial Planning Examination Level 1. All FPE1 registrants are required to be familiar with the contents of this document.
FPSC resource for Practice Standard 100
Form to order frames for CFP certification diploma and license certificates.
Globe & Mail Ad from January 14, 2010 listing all passing candidates and the President's List from the November 2009 exam.
Updated brochure outlining the new CFP certification program, effective July 1 2010.
Form to submit to find a guest speaker to present at a financial planning information event.
Poster to promote financial planning information events.
Poster to promote a financial planning information session.
Financial planning activity guide for youth leaders.
Trousse de planification financière pour les jeunes Canadiens (15 à 25 ans).
Second Edition of a financial planning toolkit for Canadians aged 15-25.
Order form for general public wishing to order FPSC brochures.
Work experience requirements and policies for applying for CFP Certification.
A statistical report on CFP professionals.
Application for Approval of Core Curriculum Courses SECTION D
Application for Approval of Core Curriculum Courses SECTION C
Application for Approval of Core Curriculum Courses SECTION A & B
Bilingual brochure describing financial planning as a profession.
Request for exemption of continuing education requirements.
"Career Shopping" brochure describing a career as a financial planner.
Application for educators to have a Capstone Course approved by FPSC.
Special supplement on financial planning from the October 5, 2009 issue of the Globe and Mail.
Globe & Mail Ad from September 10, 2009 listing all passing candidates and the President's List from the June 2009 exam.
FPSC resource for Practice Standard 100
This brochure offers clients a self-quiz to determine the value of working with a financial planner.
Outlines recent changes to the CFP Professional Competency Profile.
Consumer brochure outlining the CFP Code of Ethics, and
Standards of Practice and Competency.
Question and answer document from September 14 webinar on using the CFP Competency Profile as an examination prep tool.
Consumer brochure outlining a general overview of CFP certification, and explaining its value to the client.
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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