The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and FPSC Level 1® Certificants in Financial Planning.
Both CFP professionals and FPSC Level 1 certificants are expected to possess a working knowledge of the Canadian economy, including identifying and explaining the indicators that may signal the past, current or future phase of the economic cycle. All professionals are expected to be able to use the foundational knowledge of demand and supply to trace the expected (or explain the past) impact of world events and fiscal and monetary policy on economic variables, including an individual’s investment values.
Version 1.2.0, Updated 20180724 The following articles in this knowledge topic have been updated under Version 1.2.0.
Both FPSC Level 1® Certificants and CFP® Professionals
CFP® Professionals Only
Microeconomics
Microeconomics Theory
read more
Macroeconomics
Macroeconomics Theory
Economic Indicators
Economic Policy
Foundations of Money