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Volunteer Opportunity: Exam Item Writing

Are you...

  • A current CFP® professional looking to earn CE credits?
  • An expert in the complexities of financial planning?
  • Eager to shape and contribute to your profession?

If this sounds like you, we invite you to apply to participate in developing questions for the CFP examination. In this challenging and rewarding role, you’ll volunteer with CFP professionals from across the country, playing a vital part in shaping the next generation of CFP professionals.

We are currently seeking volunteers for each of the following constructed-response item writing workshops:

  1. September 17 – 20, 2018 in Toronto, ON
  2. January 21 – 24, 2019 in Banff, AB

Benefits of Participating

As an exam item writer, you’ll:

  • Earn 24 CE credits in the category of Financial Planning;
  • Gain a deeper knowledge of the financial planning competencies that differentiate you from your peers and colleagues;
  • Enhance your professional skills with complete immersion in financial planning;
  • Build your resume with activities that contribute to advancing the profession;
  • Play a role in the evolution of CFP certification in Canada; and
  • Network and collaborate with other CFP professionals.

Eligibility Requirements

To be eligible to take part, you must be a CFP professional and have completed the CFP examination within the past 10 years, with:

  • An interest in examination standards;
  • Exceptional writing and editing skills;
  • A willingness to work collaboratively and give and receive constructive feedback;
  • A commitment to enhancing your own skills; and
  • Extensive financial planning expertise, preferably with specialty knowledge in one or more of the following areas: financial management, asset management, risk management, tax planning, retirement planning and estate planning.

Apply Now

If you’re interested in this opportunity, apply by May 2, 2018. Please include a covering letter and current resume or CV that includes the following information:

  • Writing experience;
  • Current job responsibilities;
  • Accomplishments in the field of financial planning and specialist expertise;
  • Current or previous committee work;
  • Preferred session (September and/or January); and
  • Any potential conflicts of interest.

Selection Process

As an applicant, you may be asked to participate in evaluation exercises as part of the selection process. You must also be free of conflicts of interest (i.e. you are ineligible if you are an examination preparatory course provider or involved in any other situation where the information discussed or the materials used during the examination development process would be directly related to your work). You’ll be expected to sign and adhere to a Confidentiality Agreement and an Acceptable Use Policy.  
FPSC will cover the cost of travel, accommodation and meals per FPSC’s Expenses Policy.
 
Don't miss out on this unique opportunity to learn new skills, meet and work closely with other CFP professionals and gain an inside look at critical steps along the path to CFP certification.
 
All applicants will be contacted by the end of June.
If you have any questions, please contact Francine Mitrakos.