Contact

Financial Planning Standards Council

902 - 375 University Avenue
Toronto, Ontario M5G 2J5
Tel: 416.593.8587
Toll Free: 1.800.305.9886
Fax: 416.593.6903
E-mail: inform@fpsc.ca

Program Operations

For inquiries regarding how to obtain the CFP credential, the CFP Examination, renewals, new licensing, work experience requirements or CE requirements:

Hellen Kountouros
Extension 236
hkountouros@fpsc.ca

or

Leigh Masters
Extension 242
lmasters@fpsc.ca

or

Caterina Bacarella
Extension 230
cbacarella@fpsc.ca

General Administration, Company Information & Standards Enforcement

For general administration enquiries:
Sarah Camacho
Extension 263
scamacho@fpsc.ca

For standards enforcement enquiries:
Terri Mitchell
Extension 239
tmitchell@fpsc.ca

For accounting enquiries:
Karen Malone
Extension 226
kmalone@fpsc.ca

Communications

For enquiries regarding volunteers, educating youth about financial planning and career recruitment campaign, proper use of the trademark use on printed materials, help in searching for a planner:
Heather Mills
Extension 235
hmills@fpsc.ca

For enquiries regarding FPSC's Website:
Kelly Lorimer
Extension 254
klorimer@fpsc.ca

For media inquiries:
FPSC Communications
Heather Mills
Extension 235
communications@fpsc.ca

For general enquiries regarding issues relevant to the financial planning industry:
FPSC Communications
Extensions 225, 257 or 235
communications@fpsc.ca

Education

For inquiries from existing or prospective CFP education providers:
Sheila Catahan, Education Analyst
Extension 227
scatahan@fpsc.ca

For enquiries regarding CFP professinal's continuing education requirements:
CE Connection
ceconnection@fpsc.ca

For guidelines or inquiries for continuing education providers:
Sheila Catahan, Education Analyst
Extension 227
scatahan@fpsc.ca

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2010/2011 FPSC Licence Renewals

CFP Professionals can now renew their 2010/2011 FPSC licence online.

 

NEW CFP Certification Process

Effective July 1, 2010, the CFP certification process will change

 

Find a CFP professional

Check Our Comprehensive Listing of CFP Professionals in Good Standing

 

FPSC Foundation

Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike.

 

Student Associates

A Website Exclusively for Students in the Process of Earning CFP Certification 

 

Programmes d’accréditation de CFP offerts en français

 

Standards Enforcement & Consumer Complaints

 

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.