The PFP® Competency Profile provides an overview of the responsibilities, skills and knowledge that are unique to someone who holds the PFP® designation.

The PFP® Professional Competency Profile is the foundational document for the Personal Financial Planner (PFP®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation. The Competency Profile is the defining resource for what a financial planner can and should do in practice. As such, it is used to set the requirements for the pre-requisite education programs, the work experience component, the Applied Financial Planning Certification Examination and for continuing education requirements.

As the PFP® designation continues to progress in order to meet the changing needs of clients, employers and most recently regulators, we revised the Competency Profile, in June 2017, after an extensive consultative process involving a range of stakeholders. The Competency Profile drives the education programs, the credentialing exam, experiential and CE requirements.

Download your copy of the PFP® Competency Profile.