Directory of CFP Professionals and FPSC Registered Candidates in Good Standing
Use this tool to confirm whether a financial planner has earned CFP certification; if they are a CFP professional, you will also be able to view their status with FPSC.
If you are working with a CFP professional now and are doing your necessary checking, you will want to ensure that your CFP professional is in good standing with FPSC.
Status Categories You Will See in the Directory:
- “In Good Standing” – this means that a CFP professional has renewed his/her licence; completed 30 hours of continuing education during the year; and has agreed to continue to abide by the Standards of Professional Responsibility of CFP® Professionals and FPSC® Registered Candidates.
- “Suspended” – This means that the individual’s right to use the CFP marks is temporarily suspended for a specific period of time.
- “Disciplinary History – Yes” – If the individual has a “Yes” under “Disciplinary History” then he/she has had a complaint against them that has been found to be a breach of the Standards of Professional Responsibility, resulting in a public discipline. An asterisk beside a person’s name means that the individual is currently under investigation by FPSC. For more information please refer to the Reports on Disciplinary Action.
- “Registered Candidate – FPE1” – These individuals have completed the Core Curriculum education requirement and passed Financial Planning Examination Level 1 (FPE1®). FPSC Registered Candidates abide by the Standard of Professional Responsibility.
- “Registered Candidate – FPE2” – These individuals have completed the Core Curriculum education requirement, passed Financial Planning Examination Level 2 (FPE2®), and completed a Capstone Course as well as one year of qualifying work experience. FPSC Registered Candidates abide by the Standard of Professional Responsibility.
Note: Some CFP professionals (names highlighted in orange) have chosen to have their profile and practice information made public; you can contact them using the information linked in their profile to inquire about their business.
FPSC does not endorse or promote any individual CFP professional or FPSC Registered Candidate listed in this Directory.
|Alanna McCumber||CFP||Good standing||No||PETAWAWA ON|
|Lisa A'Hara||CFP||Good standing||No||VICTORIA BC|
|Jeff Aadland||CFP||Good standing||No||SURREY BC|
|Seemab Aamir||Registered Candidate FPE1||Good standing||No||EDMONTON AB|
|April Aandal||CFP||Good standing||No||AUSTIN TX|
|Peter Aarssen||CFP||Good standing||No||SARNIA ON|
|Richard Aarssen||CFP||Good standing||No||CHATHAM ON|
|Gregory Aasen||CFP||Good standing||No||ATHABASCA AB|
|Christine Abarquez||CFP||Good standing||No||THORNHILL ON|
|Francesco Abate||CFP||Good standing||No||TORONTO ON|
|Mohammed Abbas||CFP||Good standing||No||MISSISSAUGA ON|
|Oto Abbatangelo||CFP||Good standing||No||TORONTO ON|
|John Abbenda||CFP||Good standing||No||OTTAWA ON|
|Colin Abbott||CFP||Good standing||No||ST. JOHN'S NL|
|Gregory Abbott||CFP||Good standing||No||VICTORIA BC|