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Publications & Research

Publications 

Canadian Financial Planning Definitions

Canadian Financial Planning Definitions, Standards & Competencies

The Canadian Financial Planning Definitions, Standards & Competencies is the first unified, definitive source on financial planning definitions and professional financial planning standards in Canadian history. 

To purchase a bound copy of the book at a price of $18.95, visit your FPSC Portal and access the purchase materials tab.
Financial Planning Body of Knowledge

Financial Planning Body of Knowledge

The Financial Planning Body of Knowledge (FP-BoK)—the first of its kind internationally—builds on the Canadian Financial Planning Definitions, Standards & Competencies to define the scope and holistic nature of financial planning. 

FPSC Competency Profile

FPSC Competency Profile

The FPSC Competency Profile outlines FPSC’s standards of competence for Certified Financial Planner® professionals, which differentiate comprehensive financial planning from other financial services and distinguish the value proposition offered by CFP professionals to their clients.
Projection Assumption Guidelines

Projection Assumption Guidelines

Developed by a committee of actuarial and financial planning professionals and updated annually, the Projection Assumption Guidelines are intended as an aid in making long-term financial projections that are free from potential financial planner biases or predispositions.
FP Standard Fall 2017 cover

FP Standard

The FP Standard, published semi-annually, is your source for keeping up-to-date on ideas, thoughts and trends in the financial planning profession.
Financial Statements

Annual Report

Our Summary Financial Statements for the year end March 31, 2017.
FPSC Enforcement and Disciplinary Review Report

2016 Enforcement and Disciplinary Review Report

Compiled by FPSC’s Enforcement Department, the Enforcement and Disciplinary Review Report is published annually and details FPSC’s Intake, Investigation and Enforcement process.

A Matter of Trust

A Matter of Trust: Protecting Canadians’ Financial Futures

A Matter of Trust: Protecting Canadians’ Financial Futures is a framework for the official establishment of financial planning as a profession: a profession that Canadian consumers can trust.
Value of Financial Planning

Value of Financial Planning

The Value of Financial Planning, a three-year longitudinal study of almost 15,000 Canadians, provides important insight into the potentially life changing impact of financial planning. 

To learn more about these findings, you may read the summary document online or download a PDF.

 Here's the Plan

Here's the Plan

The Here’s the Plan brochure and presentation helps Canadians understand the financial planning process, the benefits of engaging in financial planning and the value of working with a CFP® professional. 

To purchase in packages of 100 for $39, visit your FPSC Portal and access the purchase materials tab.

Research 

How is Financial Stress Affecting Canadians?

Canadians Cite Money Worries as Greatest Source of Stress

A national survey conducted by Leger* on behalf of Financial Planning Standards Council has found that 42 per cent of Canadians rank ‘money’ as their greatest stress. That stress is driving Canadians to lose sleep, reconsider past financial decisions, argue with partners and lie to family and friends. Read More 

Canadians and Their Money

Canadians and Their Money

A national survey conducted on behalf of the Financial Planning Standards Council has found that worries about money plague Canadians’ minds on a daily basis. Read More

Children and Financial Dependence

Children and Financial Dependence Survey

Research conducted on behalf of FPSC found that more than one third (38%) of parents with millennial children say those children are still financially dependent on them while one third say their millennial kids are still causing a financial strain on the parents. Read More

Financial Blind Spots Survey

Financial Blind Spots Survey

A survey commissioned by FPSC found a significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed. The survey found that four-in-10 Canadians (39%) feel they don’t have their financial future under control, while three-in-10 (29%) admit they are overwhelmed with their financial options. Read More

Financial Planning Confidence

Financial Planning Confidence Survey

A national study commissioned by FPSC reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need. The research finds that four-in-10 (41 per cent) don’t feel confident when speaking about their finances, and one-in-three (34 per cent) don’t ask for financial planning advice because they don’t know what type of questions to ask. Read More

Financial Blues Survey

Financial Blues Survey

“Blue Monday” (usually the second Monday of January) until Valentine’s Day is considered the saddest time of year with its short, cold, bleak days. A national survey, funded jointly by the Financial Planning Standards Council and Credit Canada, finds more than half (53%) of Canadians are feeling financially blue with the younger generations especially struggling. Read More