Why is it important to deal with a CFP professional?

Most provinces do not regulate the use of the term “financial planner.” CFP® certification is your assurance that your planner has completed a rigorous course of study approved by FPSC, passed the only independently developed national comprehensive examination for financial planning, and is committed to ongoing professional development and adherence to the professional CFP® Code of Ethics and CFP® Financial Planning Practice Standards developed and enforced by FPSC.

Most provinces do not regulate the use of the term “financial planner.” CFP certification is your assurance that your planner has completed a rigorous course of study approved by FPSC, passed the only independently developed national comprehensive examination (the CFP Examination) for financial planning, and is committed to ongoing professional development and adherence to the professional CFP Code of Ethics and CFP Financial Planning Practice Standards developed and enforced by FPSC.

No documents have been associated with this page.

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 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.