Financial Planning Body of Knowledge

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

knowledge topics

Define coercive tied selling.¹
Identify that coercive tied selling is prohibited in all jurisdictions under various statutory acts.
Define relationship pricing.
Compare coercive tied selling and relationship pricing.
Identify the role of the Canadian Radio-television and Telecommunications Commission.²
Identify the consumer protection measures overseen by the Canadian Radio-television and Telecommunications Commission.
- Canada Anti-Spam Legislation (CASL)
- National Do Not Call List
Identify the constraints for sending commercial electronic messages under the Canada Anti-Spam Legislation (CASL).³
Identify the sanctions that may be imposed for non-compliance of the Canada Anti-Spam Legislation (CASL).⁴
Identify the phone numbers that may be registered on the National Do Not Call List.⁵
Identify the organizations which are exempt from the National Do Not Call List.⁶

Define

To state exactly the meaning of
Identify

To be aware of / to recognize and correctly name / to locate an appropriate resource
Explain

To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
Compare

To note the similarities and differences between two or more things
Estimate

To determine an approximate value for
Calculate

To find the value using mathematics
Convert

To change from one form or purpose to another
Evaluate

To reach a conclusion or make a judgement through careful study
Interpret

To give the meaning of / to construe or understand / to translate orally

next / Protection in Case of Insolvency of a Financial Institution