Exam Tools

FP Canada has compiled a variety of publications outlining our examination policies and procedures, as a helpful resource for students, educators and other stakeholders. In addition, the tools outlined below can help students prepare to take an FP Canada exam.

FP Canada Guide to Certification Examinations

This Guide explains the administrative policies that ensure all exam candidates are treated fairly. If you plan to write an FP Canada examination, you need to read the Guide prior to registration. You’ll be asked to confirm that you’ve read the Guide when you register for your exam.

Download the Guide to Examinations in English

 

Competency Profiles

Details the job-related skills, knowledge, attitudes and judgments 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. The Competency Profile is a valuable resource for examinations candidates, CFP professionals, education providers and employers.

    CFP Professional Competency Profile – In Effect Until December 31, 2019

    Released in 2011, the CFP Professional Competency Profile outlines FP Canada’s standards of competence for CFP professionals.

    Please note:FP Canada examinations will be based on the CFP Professional Competency Profile up until November 2019.

    Download the CFP Professional Competency Profile
    Download the Graphic Overview

     

    FP Canada Standards Council Competency Profile – Effective January 1, 2020

    Every five years, FP Canada revalidates the Competency Profile to ensure its 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 was released in 2017.

    Please note: From June 2020, FP Canada examinations will be based on the FP Canada Standards Council Competency Profile.

    Download the FP Canada Standards Council Competency Profile
    Download the Graphic Overview

 

FP Canada Standards Council Disciplinary Procedures for Examination Candidate Misconduct

These policies and procedures detail the response to concerns that a candidate may not have conducted themselves in an ethical manner when preparing for, writing or after having completed an FP Canada Certification Examination.

Download

 

Examination Blueprints

These Blueprints outline the format and content of FP Canada examinations, providing a useful tool to help you prepare to take the exam.

Download the FP Canada Blueprint: CFP Examination
Download the FP Canada Blueprint: FPSC Level 1 Examination in Financial Planning

 

Practice Exams

The Practice Exam is a study tool to help prepare you for an FP Canada examination. The Practice Exam lets you experience how the actual exam looks and feels, and most importantly, provides feedback on your performance. We recommend completing the Practice Exam early in the preparation process.

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