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.
Financial Planning Body of Knowledge (current)
Applies up to and including the February 2024 certification exam
Financial Planning Body of Knowledge (2024)
Applies starting with the May/June 2024 certification exams