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Alerts & Updates
October 2018

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 2018 sitting of the CFP examination.

September 2018

Remarks by Dan Busi, FPSC’s Board Chair, at IQPF’s Annual Congress

Delivered on September 27, 2018 at IQPF’s Annual Congress in Charlevoix, Quebec.

September 2018

Institut québécois de planification financière and Financial Planning Standards Council Announce Strategic Partnership

IQPF will become a Proud Partner of FP Canada™ to advance professional financial planning for the benefit of all Canadians from coast to coast.

September 2018

Financial Planning Standards Council Board of Directors Announces the Establishment of FP Canada™: A National Body to Advance Professional Financial Planning in Canada

The Financial Planning Standards Council (FPSC) Board of Directors announced a renaming and rebranding of the organization, and an expansion of its scope, to more effectively position the organization in leading the direction of the financial planning profession in Canada. .

August 2018

FPSC Standards Panel Proposes Amendments to the Standards of Professional Responsibility

FPSC’s Standards Panel has proposed amendments to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning. FPSC invites input on the proposed amendments until Friday, September 14th, 2018 at 5:00 p.m. ET.

August 2018

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. More than 900 candidates wrote the exams, which are required steps along the path to obtaining FPSC Level 1 Certification in Financial Planning or CFP certification.

July 2018

Results Now Available for the CFP Examination

Results are now available for the June sitting of the CFP examination, which took place at 45 testing centres across Canada on June 1, 2018.

July 2018

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

Results are now available for the May sitting of the FPSC Level 1 examination, which took place at 38 testing centres across Canada on May 31, 2018.

June 2018

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

May 2018

Working past Age 80, Credit Card Debt, the Vanishing Pension Plan – Report Addresses Financial Jeopardy for Canada’s Seniors

Running out of money before they die and not being able to pay for long term care top the list of financial fears of seniors, according to a national survey commissioned by Financial Planning Standards Council (FPSC) and Credit Canada in time for June, which is Seniors’ Month.

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.