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Alerts & Updates
November 2017

FPSC Recognizes Outstanding Achievements in Financial Planning During 9th Annual Financial Planning Week

During Financial Planning Week, Financial Planning Standards Council (FPSC) presented a number of prestigious awards at the Celebration of the Financial Planning Profession Dinner.

November 2017

The Financial Planning Standards Board Council Elects Cary List to Serve as 2018 FPSB Council Chairperson

Members of the Financial Planning Standards Board (FPSB) Council elected Cary List, CFP, CA, CPA, President and CEO of Financial Planning Standards Council (FPSC), to serve as FPSB Council Chairperson in 2018.

November 2017

Financial planning is unregulated in Canada – where can people turn?

A national survey, commissioned by Financial Planning Standards Council (FPSC) in time for Financial Planning Week (November 19-25), reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need.

November 2017

FPSC Welcomes Ontario Government’s Commitment to Move Forward with Legislation to Restrict “Financial Planner” Title

Financial Planning Standards Council (FPSC) is pleased to see the Ontario government’s commitment to move forward with legislation to restrict the title “Financial Planner” in the 2017 Fall Economic Statement.

October 2017

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 2017 sitting of the CFP examination, recognizing candidates who achieved the highest marks out of hundreds of exam writers from across the country.

October 2017

Financial Planning Week Takes Place Across Canada November 19-25, 2017

In its ninth year and an integral part of Financial Literacy Month in Canada, Financial Planning Week is part of an ongoing effort to promote financial planning and its benefits to Canadians. Learn more about the events and reserve your seats.

October 2017

Athabasca University First Online University to Offer FPSC-Approved Core Curriculum Program

Athabasca University (AU) is the first education provider to offer FPSC-Approved Core Curriculum courses through an online degree program, as part of AU’s updated online Bachelor of Commerce Degree program.

October 2017

Financial Planning Standards Council and Ontario Securities Commission Enter into a Memorandum of Understanding

The Ontario Minister of Finance approves a Memorandum of Understanding between Financial Planning Standards Council (FPSC) and the Ontario Securities Commission (OSC) to support the effective delivery of each organization’s respective mandate.

October 2017

Financial Blind Spots: Close to 40% of Canadians Feel Their Financial Futures Are Not Under Control

The Financial Blind Spots survey commissioned by the Financial Planning Standards Council (FPSC) finds that a significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed.

September 2017

FELLOW OF FPSC™ Distinction Announced for 2017

Financial Planning Standards Council (FPSC) has selected the recipient of the FELLOW OF FPSC distinction for 2017.

September 2017

Failure to Launch: One Third of Parents Say Millennial Children Are a Financial Strain

The Children and Financial Dependence survey conducted on behalf of the Financial Planning Standards Council (FPSC) finds that over one third of parents with millennial children say those children are still financially dependent on them while one third say those children are causing a financial strain.

September 2017

Registration Now Open for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines

Taking place in Arlington, Virginia from February 20-22, 2018, this international meeting will be hosted by the CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council (FPSC) and Financial Planning Standards Board, which represents professional standards for more than 170,000 financial planners worldwide.

September 2017

FPSC Releases Groundbreaking Financial Planning Body of Knowledge

Today, Financial Planning Standards Council (FPSC) released the Financial Planning Body of Knowledge (FP-BoK), an unprecedented authoritative compendium of all the detailed knowledge expected of a CFP professional and FPSC Level 1 certificant.

July 2017

FPSC and IQPF Update Unified Projection Assumption Guidelines for Financial Planners across Canada

Financial Planning Standards Council (FPSC) and Institut québécois de planification financière (IQPF) have released updated unified Projection Assumption Guidelines for financial planners across Canada. The 2017 Guidelines are in effect as of July 31, 2017.

July 2017

Results Released For FPSC Level 1 Examination in Financial Planning and CFP Examination

Financial Planning Standards Council (FPSC) has released results for the June sitting of the FPSC Level 1 Examination in Financial Planning and the CFP examination, which took place at more than 40 locations across Canada on June 2, 2017. A total of 945 candidates wrote the exams, which are required steps along the path to obtaining FPSC Level 1 Certification in Financial Planning or CFP certification.

June 2017

Results now available for the CFP Examination

Results are now available for the June sitting of the CFP Examination, which took place at 43 testing centres across Canada on June 2, 2017.

July 2017

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 more than 40 testing centres across Canada on June 2, 2017.

June 2017

Financial Planning Standards Council Announces Composition of 2017/2018 Board of Directors

At its Annual Meeting in St John’s, Newfoundland, Financial Planning Standards Council (FPSC) announced the appointment of Dan Busi, CFP of Calgary, Alberta as FPSC’s Board Chair, succeeding Dawn Hawley, CFP, who has led the FPSC Board as Chair for the past two years. Brett Millard, CFP of Kelowna, British Columbia was elected Vice Chair.

March 2017

CFP Examination Candidates Recognized For Top Performance

FPSC's President’s List honours Canada’s highest scorers on the CFP examination.

May 2017

Nominations now open for FELLOW OF FPSC™ distinction

Financial Planning Standards Council is now accepting nominations for the FELLOW OF FPSC™ distinction, which recognizes individuals who have made a significant contribution to the financial planning profession in Canada