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Alerts & Updates
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.

January 2017

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

Results are now available for the November sitting of the FPSC Level 1 Examination in Financial Planning, which took place at more than 40 testing centres across Canada on November 25, 2016.

November 2016

FPSC encourages Canadians to #TakeTheNextStep to financial well-being during Financial Planning Week

Financial Planning Week takes place across Canada from November 20-26, 2016. Now in its eighth year and an integral part of Financial Literacy Month, Financial Planning Week is part of an ongoing effort to promote financial well-being for all Canadians.

November 2016

One in five Canadians say they would run out of money in less than a week if they lost their job

Survey shows many don't know where to turn for professional advice on building a financial plan.

October 2016

Take the next step: FPSC and IQPF unveil national Financial Planning Week logo and tagline

Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF), the two organizations that establish and maintain standards for the financial planning profession in Canada, have announced the launch of the first Financial Planning Week logo and tagline, “Take the next step” / “Allez plus loin”.

October 2016

Registration deadline for FPSC exams is October 25 CFP examination and FPSC Level 1 examination take place across Canada November 25

Tuesday, October 25 is the final deadline to register for the CFP examination and the FPSC Level 1 Examination in Financial Planning, the two exams required on the path to CERTIFIED FINANCIAL PLANNER certification.

October 2016

Financial Planning Week takes place across Canada November 20-26, 2016

Financial Planning Week 2016 takes place across Canada from November 20-26. Now in its eighth year and an integral part of Financial Literacy Month, Financial Planning Week is part of an ongoing effort to promote financial well-being for all Canadians.

October 2016

CFP Examination candidates recognized for top performance

Financial Planning Standards Council (FPSC) has announced the members of the esteemed President's List for the June 2016 sitting of the CFP examination, recognizing candidates who achieved the highest marks out of hundreds of exam writers from across the country.

September 2016

FPSC comments on CSA Consultation Paper 33-404: Proposes modifications to help CSA achieve desired outcomes

Financial Planning Standards Council (FPSC) has commented on the Canadian Securities Administrators (CSA) Consultation Paper 33-404 – Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward Their Clients.

September 2016

The Role of Stress and Self-efficacy in Seeking Financial Planning Help

“Behavioural and wealth considerations for seeking professional financial planning help” was recently published in Financial Services Review (FSR), the Journal of Individual Financial Management and the official publication of the Academy of Financial Services (AFS). Funded by the Financial Planning Foundation, this study into the behavioural aspects of financial planning was completed by researchers at Toronto’s York University in 2015.

August 2016

Financial Planning Standards Council (FPSC) Announces Results 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 PLANNER certification

August 2016

Financial Planning Standards Council enhances governance structure to ensure continued rigour and organizational excellence

Financial Planning Standards Council (FPSC) has made changes to its governance structure, ensuring continued rigour and excellence of organizational governance and a better alignment of responsibility and accountability.

July 2016

Results Now Available for the CFP Examination

Results are now available for the June sitting of the CFP examination, which took place at 35 testing centres across Canada on June 3, 2016.

July 2016

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 38 testing centres across Canada on June 3, 2016.

July 2016

FPSC Introduces Guidance to Rules of Conduct for Financial Planning Profession

Guidance provides clear direction on specific issues relevant to the profession