Financial Planning Body of Knowledge

The Financial Planning Body of Knowledge (FP-BoK) describes the knowledge expected of QAFP® professionals and CFP® professionals as they enter practice. The FP-BoK provides the underpinning for the FP Canada Standards Council™ competency profiles and is essential to the demonstration of competence in financial planning practices, financial planning areas and professional skills.

 

Financial Planning Body of Knowledge (2024)


Access FP-BoK 2024