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Publications & Research


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. 

The Canadian Financial Planning Definitions, Standards & Competencies is currently being updated to reflect the revised Standards of Professional Responsibility, effective January 1, 2019. The new edition of the Canadian Financial Planning Definitions, Standards & Competencies is expected to be published in fall 2019.
Financial Planning Body of Knowledge

Financial Planning Body of Knowledge

The Financial Planning Body of Knowledge (FP-BoK)—the first of its kind internationally—builds on the Canadian Financial Planning Definitions, Standards & Competencies to define the scope and holistic nature of financial planning. 

FPSC Competency Profile

Competency Profile

The Competency Profile outlines FPSC’s standards of competence for Certified Financial Planner® professionals, which differentiate comprehensive financial planning from other financial services and distinguish the value proposition offered by CFP® professionals to their clients.
Projection Assumption Guidelines

Projection Assumption Guidelines

Developed by a committee of actuarial and financial planning professionals and updated annually, the Projection Assumption Guidelines are intended as an aid in making long-term financial projections that are free from potential financial planner biases or predispositions.
financial planning for canadians website

Financial Planning for Canadians

The Financial Planning for Canadians website was created to help all Canadians navigate the financial matters that arise in our lives. It contains over 140+ videos, articles, and infographics about the value to all Canadians of engaging in proper financial planning with a professional financial planner. Visit today for actionable tips to get you closer to your life’s goals.

FP Standard Fall 2017 cover

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.

Annual Report

Our Summary Financial Statements for the year end March 31, 2018.

Enforcement and Disciplinary Review Report

Compiled by FPSC’s Enforcement Department, the Enforcement and Disciplinary Review Report is published annually and details FPSC’s Intake, Investigation and Enforcement process.

Value of Financial Planning

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 learn more about these findings, you may read the summary document online or download a PDF.

 Here's the Plan

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.


The Financial Planning Foundation

As the financial planning profession continues to evolve, planners need to remain ahead of the curve, armed with practical techniques that they can implement to effect positive change in their practices, founded on good, solid research. The Financial Planning Foundation funds groundbreaking research to help financial planning professionals meet the increasingly complex needs of today’s clients. Find out more about the latest research.

Kitchen Table Forecast

Two thirds of Canadians enter 2019 worried about their financial fortunes according to a recent economic poll. The Kitchen Table Forecast, a Leger poll of 1,515 Canadians was conducted for non-profit organizations Financial Planning Standards Council (FPSC) and Credit Canada. Read More.

Seniors & Money

Running out of money before they die and not being able to pay for long term care top the list of financial fears of seniors. This survey of Canadians aged 60 years and older probes the issues faced by aging Canadians when it comes to debt, income, financial planning and work. Read More

Money and Mental Health

Canadians ranked money as their greatest stress (more than their personal health, work ad relationships) according to a nationwide survey. This was a follow-up to a similar study in 2014 that asked Canadians about their financial stresses. Even more than in 2014, Canadians report suffering emotional stress resulting from their financial situation. Read More

Canadians Cite Money Worries as Greatest Source of Stress

A national survey conducted by Leger on behalf of Financial Planning Standards Council has found that 42 per cent of Canadians rank 'money' as their greatest stress. That stress is driving Canadians to lose sleeps, reconsider past financial decisions, argue with partners and lie to family and friends. Read More
Canadians and Their Money

Canadians and Their Money

A national survey conducted on behalf of the Financial Planning Standards Council has found that worries about money plague Canadians’ minds on a daily basis. Read More

Children and Financial Dependence Survey

Children and Financial Dependence Survey

Research conducted on behalf of FPSC found that more than one third (38%) of parents with millennial children say those children are still financially dependent on them while one third say their millennial kids are still causing a financial strain on the parents. Read More

Financial Blind Spots Survey

Financial Blind Spots Survey

A survey commissioned by FPSC found a significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed. The survey found that four-in-10 Canadians (39%) feel they don’t have their financial future under control, while three-in-10 (29%) admit they are overwhelmed with their financial options. Read More

Financial Planning Confidence Survey

Financial Planning Confidence Survey

A national study commissioned by FPSC reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need. The research finds that four-in-10 (41 per cent) don’t feel confident when speaking about their finances, and one-in-three (34 per cent) don’t ask for financial planning advice because they don’t know what type of questions to ask. Read More

Financial Blues Survey

Financial Blues Survey

“Blue Monday” (usually the second Monday of January) until Valentine’s Day is considered the saddest time of year with its short, cold, bleak days. A national survey, funded jointly by the Financial Planning Standards Council and Credit Canada, finds more than half (53%) of Canadians are feeling financially blue with the younger generations especially struggling. Read More
Financial Infidelity Survey

Financial Infidelity Survey

Our lips are sealed. More than one third (34%) of Canadians admit that they are keeping financial secrets from their current partner. This research, funded jointly by the Financial Planning Standards Council and Credit Canada, also finds that nearly four-in-ten (36%) have lied to a partner about a financial matter. Read More
Financial Independence Survey

Financial Independence Survey

Women are still struggling when it comes to their finances, according to a national surveyThe research, which was released in time for International Women’s Day (March 8), finds that nearly four-in-10 (38%) Canadian women admit they know “very little” about finances and investments. Read More
Life's Better with a CFP Professional

Why Life's Better with a CFP Professional

Global research that was commissioned by the Financial Planning Standards Board in partnership with FPSC shows that when it comes to managing their finances, consumers are struggling. They’re not highly confident, don’t stay on track, fail to achieve goals and most don’t have a financial plan. Read More
Canadians Lack Confidence in Achieving Financial Goals

Canadians Lack Strong Confidence in Achieving Financial Goals

A global study commissioned by FPSC’s international body, the Financial Planning Standards Board, in partnership with FPSC in Canada, confirms that the majority of Canadians lack confidence in their financial knowledge. The research also finds that seven-in-10 Canadians worry a lot about their financial situation. Read More
Awareness and Perceptions of Canadian Financial Planners

​Awareness and Perceptions of Financial Planners in Canada

The services of financial planners can certainly be useful to many Canadians. This survey found that a significant number of Canadians (59%) feel they do not have the necessary knowledge to adequately plan their financial future and they feel that they would benefit from the help of a financial planner. Read More