What standards guide the professional conduct of a CFP professional?

CFP professionals follow a professional code of ethics and practice standards described in detail in the brochure entitled: “What assurance do I have that financial planning works for me?”

The CFP Code of Ethics requires each CFP professional to adhere to ethical and behavioural principles that ensure the client’s best interests are always placed first.

The CFP Financial Planning Practice Standards describe what should happen during the financial planning process, providing guidance on how the CFP Code of Ethics is practically applied in every financial planning situation each step of the way.

Media Releases & Advisories

No documents have been associated with this page.

View All Documents

Financial Planning Week 2010

Financial Planning Standards Council has declared October 4-10 as Financial Planning Week.

 
Learn More

FPSC Foundation

Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike

 
LEARN MORE

Programmes d’accréditation de CFP offerts en français

 
CFP offerts en français

Standards Enforcement & Consumer Complaints

 
Learn More

Find a CFP professional

Check our comprehensive listing of CFP professionals in good standing

 
Start Your Search Now

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo 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.