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

Permanent Life Insurance

KNOWLEDGE EXPECTED OF: Both CFP® Professionals and QAFPTM Professionals

Term-to-100

Whole Life Insurance

Universal Life

Endowment Policies

Glossary of Verbs (mouse over to see definition)

Read more about the Taxonomy used in the FP-BoK

REFERENCES


  1. http://publications.gc.ca/collections/collection_2013/acfc-fcac/FC5-24-2012-eng.pdf