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.

This joint publication of Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF) performs an important role in providing consistency within the financial planning profession by specifying unified standards for those practicing within it. It acts as a resource to financial services firms, financial planning educators, practitioners and the Canadian public.

The FPSC® Financial Planning Practice Standards, as reflected in the Canadian Financial Planning Definitions, Standards & Competencies, FPSC’s Standards of Professional Responsibility for CFP® Professionals and FPSC Level 1® Certificants in Financial Planning and the CFP Professional Competency Profile, have been refined. Learn more.

Read the Canadian Financial Planning Definitions, Standards & Competencies: English (PDF) | French (PDF).

To find a qualified professional planner in your area that will help guide your financial future, use our Find Your Planner tool.

To find out more about how you are protected as a consumer, read How to Lodge a Complaint with FPSC and FPSC Standards and Enforcement.