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Canadian Financial Planning Definitions, Standards & Competencies

 

The Canadian Financial Planning Definitions, Standards & Competencies is a unified, definitive source on financial planning definitions and professional financial planning standards.

This joint publication of Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF) performs an important role in providing consistency within the financial planning profession by specifying unified standards for those practicing within it. It acts as a resource to financial services firms, financial planning educators, practitioners and the Canadian public.

The Canadian Financial Planning Definitions, Standards & Competencies is currently being updated to reflect the revised Standards of Professional Responsibility for CFP® Professionals and FPSC Level 1® Certificants in Financial Planning, effective January 1, 2019. The new edition of the Canadian Financial Planning Definitions, Standards & Competencies is expected to be published in fall 2019. In the meantime, please refer to the updated Standards of Professional Responsibility.