Publications
Financial Planning Standards Council produces a number of publications relating to the management of the organization, CFP® certification and financial planning in general.
Strategic Plan
In October of 2008, the Board and Senior Management of FPSC met to fine-tune FPSC’s focus and mission, formally embracing the organization’s role and responsibility to the Canadian public and reinforcing our commitment to the ongoing professionalization of financial planning. The FPSC strategic plan is the road map that will guide the organization for the foreseeable future, and reflects the heart of Financial Planning Standards Council. Read the full Strategic Plan >>
Annual Reports
2006-2007 Financial Statements
Consumer Publications
FPSC produces a few publications to help consumers identify if financial planning will be helpful to them, and the value of working with a CFP professional.
What makes the CFP credential trustworthy? This brochure gives a general overview of CFP certification, and explains its value to the client.
What assurance do I have that financial planning is working for me? This brochure assists clients in understanding the CFP Code of Ethics, and Standards of Practice and Competency.
Do I need help with my financial planning? This brochure offers clients a self-quiz to determine the value of working with a financial planner.
Profile of the Profession
Keeping in touch with, and knowing about, the community of CFP professionals is something that FPSC takes seriously. The information in the Profile of the Profession document is extracted from the Annual Report, and is culled from the license renewal forms that CFP professionals complete. View the latest Profile of the Profesion >>
CFP Professional Publications
The following documents outline the competencies that all CFP professionals must possess to earn accreditation, the Practice Standards to which they must adhere, and the Code of Ethics that they must attest to abide by in order to earn and maintain their CFP license.
CFP Professional Competency Profile
FPSC Bulletin
FPSC Bulletin is a print publication sent to all CFP professionals, with information for planners, their clients, as well as family and friends. Recent issues include:
Extended Interview with The Honourable John Wilkinson, Minister of Revenue from Fall 2009 Bulletin
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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