Exam Tools

FP Canada Guide to Certification Examinations

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

Competency Profiles

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 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.

Examination Blueprints

The FP Canada Examination Blueprints sets out the exam specifications and the parameters for how the components of Competency Profile are weighted on the exam.

FP Canada Standards Council Disciplinary Rules and Procedures for Examination 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.

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. The current version applies up to and including the February 2024 certification exam.