FPSC continually strives to ensure Canadians are well served in the financial planning profession by setting and enforcing rigorous standards for Certified Financial Planner® professionals and FPSC Level 1 certificants. Standards are regularly evaluated for their relevance in meeting the needs of Canadians and to ensure they’re keeping pace with changes in the financial planning profession. Read more about the August 2015 changes to the FPSC Rules of Conduct
The Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning / Normes de responsabilité pour les CFP professionnels et les candidats enregistrés au FPSC represents the compilation of four sets of standards to which CFP professionals and FPSC Level 1 certificants must adhere:
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
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