Financial Planning Body of Knowledge

The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and FPSC Level 1® Certificants in Financial Planning.

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

Dividend Income Received by Investors - Other Topics

KNOWLEDGE EXPECTED OF: Both CFP® Professionals and FPSC Level 1® Certificants

Dividends Received by a Canadian Controlled Private Corporation (CCPC) from a Canadian Corporation

Dividends Received by a Trust from a Canadian Corporation

Glossary of Verbs (mouse over to see definition)

Read more about the Taxonomy used in the FP-BoK