Volunteer Opportunities

 

Volunteering with FPSC gives you professional benefits and personal rewards, while also providing an opportunity to contribute to the financial planning profession.

From exam item writing to committees to public outreach to ethics hearing panels, our professionals help build and promote the profession of financial planning and the value of CFP certification. And their passion and dedication is impressive: from January 1, 2009 – March 31, 2010, CFP professionals logged almost 6,000 hours in various volunteer capacities for FPSC.

Were you a volunteer in 2009 - 2010?  View our list here to find your name!

There are so many different types of volunteer opportunities, we're sure that something will be a fit or of interest to you. Read below for more information about the requirements, commitments, and benefits of volunteering with FPSC!

Certification and Standards

Help FPSC maintain the CFP marks as the cornerstone of professional financial planning. Certification and Standards >>

Marketing and Public Relations

Get the word out to Canadians about CFP certification and the value of  financial planning.Communications / Public Relations >>

Financial Planning Week Health Check Ups

Join us in celebrating the second annual Financial Planning Week (October 4-10)! 
Financial Planning Week (FPW) aims to raise awareness of the importance of financial planning and provoke a call to action to all stakeholders so that we can enhance financial planning throughout Canada, for the benefit of all Canadians. And it is through the Health Check Up initiative that we can reach the audience most in need of information: Canadians.

FPSC is encouraging CFP® professionals to hold Financial Planning Week Health Check Ups in communities across Canada. FPSC has dedicated time and resources to ensure that you don’t have to! We’ve created a resource kit full of tools to support your efforts to promote financial planning (and Financial Planning Week). 

Use these materials to put on a presentation or a Check Up session, or maybe you just want to display the postcards or some of the posters in your branch or office. Your efforts, big or small, will help us get the conversation started.

FPSC Volunteer Profiles

What exactly does "Item Writing" entail? What motivates our career recruitment vounteers? What is the best part about being an FPSC Board member?

Check out the links below to hear what our volunteers have to say about their experiences as volunteres, and then check out the pages above for information on how you can get involved!

Delores Moskal, CFP: Certification and Standards volunteer (Examination Item Writing)

Oxana Airiants, CFP: Public Relations volunteer (Career Recruitment)

Jim Kraft, CA, MTax, CFP, TEP: Vice-Chair, FPSC Board of Directors  

 

Financial Planning Week 2010

Financial Planning Standards Council has declared October 4-10 as Financial Planning Week.

 

FPSC Foundation

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

 

Programmes d’accréditation de CFP offerts en français

 

Standards Enforcement & Consumer Complaints

 

Find a CFP professional

Check our comprehensive listing of CFP professionals in good standing

 

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.