The FP Canada Standards Council’s™ competency profiles detail the job-related skills, knowledge and attitudes required for competent performance by professional financial planners. These competencies differentiate comprehensive financial planning from other financial services and distinguish the value offered by CFP® professionals and QAFP® professionals. The Competency Profiles are a valuable resource for exams candidates, financial planners, education providers and employers.
Approximately every five years, FP Canada revalidates the competency profiles to ensure their continued relevance to the financial planning industry, representation of the competency and skill level required by Canadians and reflection of the demands placed upon financial planners.
The FP Canada Standards Council Competency Profile outlines the competencies assessed in the certification exams up to and including the February 2024 exam administrations.
The new FP Canada Standards Council Competency Profile for CFP Certification and FP Canada Standards Council Competency Profile for QAFP Certification outline the competencies assessed starting with the May/June 2024 certification exams.
FP Canada Standards Council Competency Profile (current)
Applies up to and including the February 2024 certification exam
New FP Canada Standards Council’s Competency Profiles (2024)
Applies starting with the May/June 2024 certification exams
Access the Competency Profile for CFP Certification