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CFP® Professional Competency Profile

CFP Professional Competency Profile

The CFP Professional Competency Profile / Profil des compétences du CFP professionnel outlines FPSC’s standards of competence for Certified Financial Planner® professionals. It outlines the abilities that a CFP professional must possess and details the job-related skills, knowledge, attitudes and judgments required for competent performance by members of the financial planning profession. These competencies differentiate comprehensive financial planning from other financial services and distinguish the value proposition offered by CFP professionals to their clients.

The Competency Profile serves as a valuable resource for examinations candidates, CFP professionals, education providers and employers.

Every five years, FPSC 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.

Use our search tool to find a planner or certificant near you.

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

Come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future.

Help your clients understand the value of financial planning, how planning can help navigate through every stage of life, and the importance of working with a qualified planner.

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

Check our Job Board often for opportunities for CFP professionals and FPSC Level 1 Certificants in Financial Planning.

Use this website to find useful, actionable information and tools to assist your clients in achieving their financial goals. 

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