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.
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August 11, 2010
FPSC has formalized specific character and fitness standards for both...
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August 4, 2010
Toronto, August 4, 2010 – Building on last year’s inaugural Financial...
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August 3, 2010
Registration for the first FPE1 is now available online. Please log...
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Financial Planning Week 2010
Financial Planning Standards Council has declared October 4-10 as Financial Planning Week.
FPSC Foundation
Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike
Programmes d’accréditation de CFP offerts en français
Standards Enforcement & Consumer Complaints
Find a CFP professional
Check our comprehensive listing of CFP professionals in good standing
CFP®, CERTIFIED FINANCIAL PLANNER® and
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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