The Financial Planning Standards Council (FPSC) has released the Financial Planning Body of Knowledge (FP-BoK), a resource for CFP professionals and FPSC Level 1 certificants.

Together with the revalidated FPSC Competency Profile, the FP-BoK serves to further define the knowledge and competencies expected of CFP professionals and FPSC Level 1 certificants in Canada, and the differences between the two.

(The most significant changes to the competency profile are related to non-technical professional skills, which have been reframed to better reflect expectations in practice and to differentiate professional skills from professional obligation.)

Also read:

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