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 (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.
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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