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

Locked-In Retirement Savings Vehicles Maturity

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