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

Protection in Case of Insolvency of a Financial Institution

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. https://www.cdic.ca/en/Pages/default.aspx
  2. http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/welcome_en.html?ReadForm
  3. http://www.cipf.ca/
  4. http://mfda.ca/mfda-investor-protection-corporation/
  5. http://www.pacicc.com/
  6. http://www.cdic.ca/en/about-cdic/Pages/default.aspx
  7. http://www.cdic.ca/en/about-di/what-we-cover/Pages/default.aspx
  8. http://www.cdic.ca/en/about-di/calculate-coverage/Pages/estimator.aspx
  9. http://www.cdic.ca/en/about-di/how-it-works/Pages/default.aspx
  10. http://www.cdic.ca/en/about-di/Pages/default.aspx
  11. http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/welcome_en.html?ReadForm
  12. http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/page/Policyholder?OpenDocument&audience=policyholder
  13. http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/page/Assuris+Funding!OpenDocument&audience=policyholder
  14. http://www.cipf.ca/Public/AboutUs/CIPFMissionStatement.aspx
  15. http://www.cipf.ca/Public/CIPFCoverage/WhatCoverageDoesCIPFProvide.aspx
  16. http://www.cipf.ca/homepage.aspx
  17. http://www.cipf.ca/Public/CIPFCoverage/ClaimsProcedures.aspx
  18. http://mfda.ca/mfda-investor-protection-corporation/
  19. http://mfda.ca/mfda-investor-protection-corporation/mfda-ipc-coverage/
  20. http://mfda.ca/wp-content/uploads/IPC_Cov_Pol-1.pdf
  21. http://www.pacicc.ca/about-us/
  22. http://www.pacicc.ca/industry-information/coverage/
  23. http://www.pacicc.com/documents/PACICC%20Brochure.pdf