Skip to content
Publications & Research
Financial Planning Standards Council produces a number of publications related to Certified Financial Planner® certification, FPSC Level 1® Certificants in Financial Planning and the financial planning profession in general. 

Here's the Plan

The Here’s the Plan brochure and presentation helps Canadians understand the financial planning process, the benefits of engaging in financial planning and the value of working with a CFP® professional. 

To purchase in packages of 100 for $39, visit your FPSC Portal and access the purchase materials tab.

Value of Financial Planning

The Value of Financial Planning, a three-year longitudinal study of almost 15,000 Canadians, provides important insight into the potentially life changing impact of financial planning. 

To purchase in packages of 25 for $62.50, visit your FPSC Portal and access the purchase materials tab.
Canadian Financial Planning Definitions

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. 

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

FP Standard

The FP Standard, published semi-annually, is your source for keeping up-to-date on ideas, thoughts and trends in the financial planning profession.

A Matter of Trust: Protecting Canadians’ Financial Futures

A Matter of Trust: Protecting Canadians’ Financial Futures is a framework for the official establishment of financial planning as a profession: a profession that Canadian consumers can trust.

Annual Report

Our Summary Financial Statements for the year end March 31, 2016.


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


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