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Canadian Financial Planning Definitions, Standards & Competencies

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

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.

Read the Canadian Financial Planning Definitions, Standards & Competencies: English (PDF) | French (PDF).

To purchase a bound copy of the book at a price of $18.95 plus shipping, visit your FPSC Portal and access the purchase materials tab.


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CFP professionals and FPSC Level 1 Certificants in Financial Planning can log in to their FPSC Portal here.


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FPSC produces a number of publications related to CFP certification and the financial planning profession.


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