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Competency Profile

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.

CFP Professional Competency Profile

Please note that FPSC examinations will continue to be based on the CFP Professional Competency Profile, released in 2011, until November 2019. Download the CFP Professional Competency Profile and the Graphic Overview.
CFP Professional Competency Profile

FPSC Competency Profile

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. The FPSC Competency Profile and the accompanying Graphic Overview were released in 2017.

Please note: From June 2020, FPSC examinations will be based on the FPSC Competency Profile.