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Alerts & Updates
December 2018

FPSC Standards Panel Releases Updated Standards of Professional Responsibility

The revised Standards of Professional Responsibility will come into force on January 1, 2019 and govern the conduct of CFP professionals and FPSC Level 1 Certificants in Financial Planning from January 1, 2019 onward.

November 2018

Financial Planning Standards Council Unveils New Details About FP Canada™: A National Professional Body to Advance Professional Financial Planning

Financial Planning Standards Council (FPSC) today unveiled new details about FP Canada—a national professional body dedicated to advancing professional financial planning.

November 2018

FPSC Recognizes Outstanding Achievements in Financial Planning During 10th Annual Financial Planning Week

FPSC is pleased to announce that Dawn Hawley, CFP®, has been awarded the Donald J. Johnston Lifetime Achievement Award in Financial Planning.

November 2018

Financial Planning Standards Council Welcomes Ontario Government’s Commitment to Ensure Consumer Confidence in Financial Planners

Financial Planning Standards Council (FPSC) is pleased to see the Ontario government’s commitment to ensure consumer confidence in financial planners in today’s 2018 Fall Economic Statement.

November 2018

FPSC President & CEO Cary List Honoured with Credentialing Industry Leadership Award

Cary List, President and CEO of Financial Planning Standards Council (FPSC), has been selected as the 2018 recipient of the Institute for Credentialing Excellence’s (ICE) Credentialing Industry Leadership Award.

November 2018

Tenth Annual Financial Planning Week Takes Place Across Canada November 18-24, 2018

Financial Planning Week 2018 takes place across Canada from November 18-24, 2018. An integral part of Financial Literacy Month in Canada, Financial Planning Week is dedicated to raising awareness of the importance and benefits of financial planning, and of working with a certified professional. Established by Financial Planning Standards Council (FPSC) in 2009, Financial Planning Week is celebrating its tenth anniversary this year.

October 2018

One-in-three Canadians would fail financial stress test

The FPSC Cross-Country Checkup, a Leger poll of 1,527 Canadians, was conducted in advance of Financial Literacy Month and in particular Canada’s 10th annual Financial Planning Week (taking place between November 18-24).

October 2018

CFP Examination Candidates Recognized for Top Performance

Financial Planning Standards Council (FPSC) has announced the members of the esteemed President's List for the June 2018 sitting of the CFP examination.

September 2018

Remarks by Dan Busi, FPSC’s Board Chair, at IQPF’s Annual Congress

Delivered on September 27, 2018 at IQPF’s Annual Congress in Charlevoix, Quebec.

September 2018

Institut québécois de planification financière and Financial Planning Standards Council Announce Strategic Partnership

IQPF will become a Proud Partner of FP Canada™ to advance professional financial planning for the benefit of all Canadians from coast to coast.

September 2018

Financial Planning Standards Council Board of Directors Announces the Establishment of FP Canada™: A National Body to Advance Professional Financial Planning in Canada

The Financial Planning Standards Council (FPSC) Board of Directors announced a renaming and rebranding of the organization, and an expansion of its scope, to more effectively position the organization in leading the direction of the financial planning profession in Canada. .

August 2018

FPSC Standards Panel Proposes Amendments to the Standards of Professional Responsibility

FPSC’s Standards Panel has proposed amendments to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning. FPSC invites input on the proposed amendments until Friday, September 14th, 2018 at 5:00 p.m. ET.

August 2018

Results Released for FPSC Level 1 Examination in Financial Planning and CFP Examination

Financial Planning Standards Council (FPSC) has released results for the June sitting of the FPSC Level 1 Examination in Financial Planning and the CFP examination. More than 900 candidates wrote the exams, which are required steps along the path to obtaining FPSC Level 1 Certification in Financial Planning or CFP certification.

July 2018

Results Now Available for the CFP Examination

Results are now available for the June sitting of the CFP examination, which took place at 45 testing centres across Canada on June 1, 2018.

July 2018

Results Now Available for the FPSC Level 1 Examination in Financial Planning

Results are now available for the May sitting of the FPSC Level 1 examination, which took place at 38 testing centres across Canada on May 31, 2018.

June 2018

Nominations Now Open for FELLOW OF FPSC™ Distinction

Financial Planning Standards Council is now accepting nominations for the FELLOW OF FPSC™ distinction, which recognizes individuals who have made a significant contribution to the financial planning profession in Canada

May 2018

Working past Age 80, Credit Card Debt, the Vanishing Pension Plan – Report Addresses Financial Jeopardy for Canada’s Seniors

Running out of money before they die and not being able to pay for long term care top the list of financial fears of seniors, according to a national survey commissioned by Financial Planning Standards Council (FPSC) and Credit Canada in time for June, which is Seniors’ Month.

May 2018

Money and Mental Health: Canadians More Embarrassed About Their Financial Situation Than Four Years Ago

According to the latest Financial Stress survey commissioned by Financial Planning Standards Council (FPSC), Canadians ranked money as their greatest stress (more than their personal health, work and relationships).

April 2018

FPSC and IQPF Update Unified Projection Assumption Guidelines for Financial Planners Across Canada

Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF) have released updated unified Projection Assumption Guidelines for financial planners across Canada. The 2018 Guidelines come into effect May 1, 2018.