Professional Resources

This section is designed specifically for licensed CFP^® professionals to provide the policies, information and documents required to maintain certification.

To help communicate the value of financial planning to clients, colleagues and the general public, FPSC also offers some marketing resources for CFP professionals.

If you wish to update your profile, CE or other information with FPSC, please login to Online Services.

CFP Professional Competency Profile

The CFP Professional Competency Profile describes in detail the abilities that a CFP professional must possess, and represents the job-related skills, knowledge, attitudes and judgments required for competent performance by members of the financial planning profession.  View the CFP Competency Profile >>

Practice Standards

To ensure consistency of delivery of financial planning services, FPSC has developed standards of performance - or practice standards - for CFP^® professionals to follow when engaged in financial planning.  View the Practice Standards >>

Code of Ethics

Before becoming licensed, candidates must disclose any past or pending charges or litigation against them; agree in writing to adhere to the CFP^® Code of Ethics and to recognize the right of FPSC to enforce the CFP Code of Ethics. Additionally, CFP licensees must, on an annual basis, attest to their ongoing compliance with the CFP Code of Ethics before their CFP licence will be renewed.  View the Code of Ethics >>

CFP Marks Use

A CFP professional's use of the CFP marks identifies that he or she has met the rigorous ethics, competency and professional practice standards of the FPSC. Please use them correctly by following this guide. Marks Use >>

Marketing

Are you looking for a brochure that informs prospective clients about the value of working with a CFP^® professional?  Or how about one that talks about the rigorous standards you have met and the Code of Ethics you abide by? FPSC offers brochures and other marketing support to CFP professionals. Order forms and more information can be found here. Marketing Support / Brochures >>