Tools and forms

• Canadian Financial Planning: Definitions, Standards & Competencies
• Financial Planning Partial Mandate
• Projection Assumption Guidelines
  • Android app
  • iPhone and iPad app
  • Web app
  • Full version in PDF
    • Addendum to the Projection Assumption Guidelines
• Professional Standards
• Data Collection Questionnaire
• A Matter of Trust, published by the Financial Planning Coalition
• Solution IQPF
  • Android app
  • iPhone and iPad app
  • Web app



Forms



• Application for exemption from professional development obligations
• Application form - Academic equivalency
• Application form - Professional Training Course
• Professional development course accreditation for individuals
  • Accreditation Procedure for Individuals (updated: 2023-04-01)
  • Application for Recognition of a Professional Development Activity for Individuals (updated: 2023-04-01)
• Professional development course accreditation for businesses
  • Professional Development Course Accreditation Procedure for Businesses (updated: 2023-04-01)
  • Application for Accreditation of a Professional Development Activity for Businesses (Appendix 1) (updated: 2023-04-01) 
• Recognition of professional development provider status
  • Recognition Process for Professional Development Provider Status (updated: 2023-04-01)
  • Application for recognition of professional development provider status (updated: 2023-04-01)

 

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