Financial Planning Body of Knowledge

The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and QAFPTM professionals.

knowledge topics

  1. 01 Financial Planning Profession and Financial Services Industry Regulation
  2. 02 Financial Analysis
  3. 03 Credit and Debt
  4. 04 Registered Retirement Plans
  5. 05 Government Benefit Plans
  6. 06 Registered Education and Disability Plans
  7. 07 Economics
  8. 08 Investments
  9. 09 Taxation
  10. 10 Law
  11. 11 Insurance
  12. 12 Human Behaviour

Financial Planning Profession

KNOWLEDGE EXPECTED OF: Both CFP® Professionals and QAFPTM Professionals

Glossary of Verbs (mouse over to see definition)

Read more about the Taxonomy used in the FP-BoK

REFERENCES


  1. http://www.fpcanada.ca/about-fp-canada
  2. https://www.iqpf.org/en/about-the-iqpf
  3. https://www.iqpf.org/en/about-the-iqpf/vision-mission-values
  4. https://fpcanada.ca/docs/default-source/archive/fpsc_definitions_en_web.pdf
  5. http://www.fpcanada.ca/canadian-public/standards-and-enforcement
  6. https://fpcanada.ca/docs/default-source/standards/standards-of-professional-responsibility.pdf
  7. https://fpcanada.ca/docs/default-source/standards/standards-of-professional-responsibility.pdf#page=21
  8. http://canlii.ca/t/fvf58
  9. http://www.fpcanada.ca/resources/educator-tools#ProjectAssumptionGuidelines
  10. https://fpcanada.ca/docs/default-source/standards/2019-projection-assumption-guidelines.pdf
  11. https://fpcanada.ca/canadian-public/enforcement-process