CFP® Professional Competency Profile
Released in 2011, the CFP Professional Competency Profile
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.