Resources
The following documents (in pdf format) may be downloaded by clicking on the relevant link.
Articles
- FINTECH: Financial Technology and how it might Impact the Financial Services Industry
- Fintech and the Future of Financial Planning
- 20 ways to Jump-Start Your Financial Future
- Meeting with Your CFP® Professional for the First Time? Here’s What to Expect
- Five Ways to Combat Financial Stress During Uncertain Times
Governance and Standards
- Bye Law 1 - Coucil Committees
- Bye Law 2 - Code of Ethics and Professional Responsibility
- Bye Law 3 - Financial Planning Practice Standards
- Bye Law 4 - Disciplinary Procedures
- Bye Law 5 - Education Programme
- Bye Law 6 - Certification Requirements & Continuing Obligations of CFP Professionals
- Bye Law 7 - Examination Regulations