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Profile of the Profession


Understanding the profile of financial planning professionals and the market they serve is important to FPSC. The data we are currently collecting will facilitate the development of future educational campaigns and provide media, regulators, the industry and the public with much sought-after information on the financial planning profession.

CFP professionals work in all areas of the financial sector; most are university educated and hold other designations.


1 Gender 5 Where They Live 9 Product Licences
2 Yrs. in Financial Services 6 Industry Segments 10 Practice Profile
3 Age 7 Compensation 11 Exam Sittings
4 Education Level 8 Other Designations 12 CFP Professionals in Good Standing
       
           

 


Alastair Rickard - 2007 winner of the Donald J. Johnston Award For Outstanding Contribution to the Profession of Financial Planning in Canada

Money matters for the young too. Ask an expert.