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Alerts & Updates
May 2018

Money and Mental Health: Canadians More Embarrassed About Their Financial Situation Than Four Years Ago

According to the latest Financial Stress survey commissioned by Financial Planning Standards Council (FPSC), Canadians ranked money as their greatest stress (more than their personal health, work and relationships).

April 2018

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 2018 Guidelines come into effect May 1, 2018.

April 2018

FPSC Releases 2017 Enforcement and Disciplinary Review Report

Financial Planning Standards Council (FPSC) has released its 2017 Enforcement and Disciplinary Review Report, detailing FPSC’s professional oversight role and ongoing work in the public interest by setting, maintaining and enforcing professional standards for all CFP professionals and FPSC Level 1 Certificants in Financial Planning.

April 2018

FPSC Responds to Ontario Government’s Consultation Paper on the Regulation of “Financial Planners”

Financial Planning Standards Council (FPSC) has responded to the Ontario government’s Consultation Paper on the Regulation of Financial Planners (the Consultation Paper).

April 2018

CFP Examination Candidates Recognized for Top Performance

Financial Planning Standards Council has announced the members of the esteemed President's List for the November 2017 sitting of the CFP examination.

March 2018

FPSC Welcomes Ontario’s Continued Progress toward Restriction of the Title ‘Financial Planner’

Financial Planning Standards Council (FPSC) welcomes the Ontario government’s continued progress toward restriction of the title ‘Financial Planner’ with today’s 2018 Ontario Budget: A Plan for Care and Opportunity.

March 2018

FPSC Welcomes Ontario Securities Commission’s Seniors Strategy

Financial Planning Standards Council welcomes today’s Ontario Securities Commission (OSC) release of its Seniors Strategy and its commitment to more effectively respond to the needs of older Ontarians.

March 2018

Women Still Struggling for Financial Independence – Four-in-10 Canadian Women Know “Very Little” About Finance and Investment

Nearly four-in-10 (38%) Canadian women admit they know “very little” about finance and investment according to a national survey commissioned by the Financial Planning Standards Council in time for International Women’s Day (March 8).

February 2018

New Digital Credentials for Canadian CFP Professionals Provide Up-to-the-Minute Verification of Certification Status

Financial Planning Standards Council (FPSC) has announced the launch of digital credentials for CFP professionals. A digital certificate and digital badge have replaced the paper certificates and annual seals that CFP professionals received in the past.

February 2018

What’s Love Got to Do with Money? More Than a Third of Canadians Are Victims of Financial Infidelity

A national survey, commissioned by Financial Planning Standards Council (FPSC) and Credit Canada in time for Valentine’s Day (February 14), reveals more than one third (36%) of Canadians are victims of financial infidelity.

January 2018

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

FPSC has released results for the December 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 December 1, 2017.

January 2018

Results Now Available for the CFP Examination

Results are now available for the December sitting of the CFP examination, which took place at 42 testing centres across Canada on December 1, 2017.

January 2018

Blue Monday: One-in-Five Canadians has Credit Card Balance Larger than Savings Account

A national survey, commissioned by Financial Planning Standards Council (FPSC) and Credit Canada in time for Blue Monday (January 15), reveals that more than half (53%) of Canadians are already feeling financially blue, with the younger generations especially struggling.

January 2018

Results Now Available for the FPSC Level 1 Examination in Financial Planning

Results are now available for the December sitting of the FPSC Level 1 Examination in Financial Planning, which took place at 37 testing centres across Canada on December 1, 2017.

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.