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Alerts & Updates
October 2017

Financial Blind Spots: Close to 40% of Canadians Feel Their Financial Futures Are Not Under Control

The Financial Blind Spots survey commissioned by the Financial Planning Standards Council (FPSC) finds that a significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed.

September 2017

FELLOW OF FPSC™ Distinction Announced for 2017

Financial Planning Standards Council (FPSC) has selected the recipient of the FELLOW OF FPSC distinction for 2017.

September 2017

Failure to Launch: One Third of Parents Say Millennial Children Are a Financial Strain

The Children and Financial Dependence survey conducted on behalf of the Financial Planning Standards Council (FPSC) finds that over one third of parents with Millennial children say those children are still financially dependent on them while one third say those children are causing a financial strain.

September 2017

Registration Now Open for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines

Taking place in Arlington, Virginia from February 20-22, 2018, this international meeting will be hosted by the CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council (FPSC) and Financial Planning Standards Board, which represents professional standards for more than 170,000 financial planners worldwide.

September 2017

FPSC Releases Groundbreaking Financial Planning Body of Knowledge

Today, Financial Planning Standards Council (FPSC) released the Financial Planning Body of Knowledge (FP-BoK), an unprecedented authoritative compendium of all the detailed knowledge expected of a CFP professional and FPSC Level 1 certificant.

July 2017

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 2017 Guidelines are in effect as of July 31, 2017.

July 2017

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, which took place at more than 40 locations across Canada on June 2, 2017. A total of 945 candidates wrote the exams, which are required steps along the path to obtaining FPSC Level 1 Certification in Financial Planning or CFP certification.

June 2017

Results now available for the CFP Examination

Results are now available for the June sitting of the CFP Examination, which took place at 43 testing centres across Canada on June 2, 2017.

July 2017

Results now available for the FPSC Level 1 Examination in Financial Planning

Results are now available for the June sitting of the FPSC Level 1 Examination in Financial Planning, which took place at more than 40 testing centres across Canada on June 2, 2017.

June 2017

Financial Planning Standards Council Announces Composition of 2017/2018 Board of Directors

At its Annual Meeting in St John’s, Newfoundland, Financial Planning Standards Council (FPSC) announced the appointment of Dan Busi, CFP of Calgary, Alberta as FPSC’s Board Chair, succeeding Dawn Hawley, CFP, who has led the FPSC Board as Chair for the past two years. Brett Millard, CFP of Kelowna, British Columbia was elected Vice Chair.

March 2017

CFP Examination Candidates Recognized For Top Performance

FPSC's President’s List honours Canada’s highest scorers on the CFP examination.

May 2017

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 2017

Survey: CFP professionals emphasize importance of CERTIFIED FINANCIAL PLANNER designation and of acting in clients’ best interests

The CFP designation provides an edge that would benefit any financial services provider, all advisors should act in their clients’ best interests, and financial planning should be a regulated profession in law, according to a national survey of CFP professionals conducted recently by Financial Planning Standards Council.

April 2017

Ontario to Introduce Title Restriction for Financial Planners

Yesterday, Ontario Minister of Finance Charles Sousa released the 2017 Ontario Budget: A Stronger, Healthier Ontario. Included in the budget was the Ontario Government’s commitment to acting on the Final Report (“the Report”) of the Ontario Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives, who released their final recommendations this past March.

March 2017

FPSC Welcomes Minister Sousa’s Comments on Financial Planning Policy Recommendations

Financial Planning Standards Council (FPSC) welcomes Ontario Minister of Finance Charles Sousa’s comments this morning concerning the Final Report (“the Report”) of the Ontario Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives.

March 2017

FPSC and IQPF Re-Release Unified Projection Assumption Guidelines for Financial Planners across Canada

Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF) have re-released the Projection Assumption Guidelines, which aid planners in making financial projections that are free from potential biases or predispositions.

March 2017

FPSC Comments on Ontario Expert Committee Final Report: Financial Advisory and Financial Planning Policy Alternatives

Financial Planning Standards Council (FPSC) is pleased to comment on the final report and recommendations (‘the Report”) of the Ontario Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives (the Expert Committee).

February 2017

Financial Planning Standards Council Introduces FPSC Cross-Country Connection

Financial Planning Standards Council (FPSC) has introduced its first FPSC Cross-Country Connection tour, which will bring together financial planning professionals with FPSC leadership in Toronto (March 29, 2017), Halifax (March 31, 2017), Calgary (April 6, 2017) and Vancouver (April 7, 2017).

January 2017

Results released for FPSC Level 1 Examination in Financial Planning and CFP examination

More than 900 candidates across Canada wrote exams on the path to FPSC Level 1 Certification in Financial Planning and CERTIFIED FINANCIAL PLANNING certification.

January 2017

Results now available for the CFP examination

Results are now available for the June sitting of the CFP® examination, which took place at more than 40 testing centres across Canada on November 25, 2016.