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.

There are two versions of the FP-BoK. The current version informs the competencies assessed in the exams up to and including the February 2024 administration.

The 2024 version of the FP-BoK informs the competencies assessed starting with the June 2024 exams.