TORONTO, ON – September 24, 2018 – Financial Planning Standards Council (FPSC) has announced the results of the Fellow of FPSC™ nominations for 2018. Aurèle Courcelles, CFP® and Professor Kwok Sum Ho, CFP® have been selected as recipients of this distinction. Created in 2011, this lifelong honour recognizes individuals who have helped advance FPSC's purpose as well as advance CFP professional standards, and who have embodied these standards throughout their careers.
Mr. Courcelles, Assistant Vice-President, Tax and Estate Planning with the Advanced Financial Planning division at IG Wealth Management, has played a valuable role in advancing FPSC’s purpose and expanding adoption of Certified Financial Planner® professional standards over the course of his career. A leader within the industry, Mr. Courcelles has actively advocated for broader adherence to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1® Certificants in Financial Planning and has influenced many financial advisors to pursue CFP certification. Through regular media appearances, he has also helped educate Canadians on the importance of financial planning and working with a CFP professional. Mr. Courcelles has also volunteered extensively with FPSC, as a member of the FPSC Level 1 Exam Panel for seven years—where his in-depth tax-planning expertise was instrumental in developing exam content—and as a member of the CFP Professional Competency Profile Task Force in 2016. Read more about Aurèle Courcelles here.
Professor Ho, an Associate Professor of Finance at the School of Administrative Studies at York University, has made significant contributions to the financial planning profession in Canada over the past 25 years through his research, writing and education of the next generation of financial planners. Since 1993, he has been teaching Personal Financial Planning—a course he designed, which is part of the FPSC-Approved Core Curriculum at the School of Administrative Studies at York University. He also co-authored the textbook Personal Financial Planning—which has been widely adopted by universities and colleges across Canada, has engaged in extensive financial planning research and has published several academic papers that have influenced the practice of financial planning around the world. Professor Ho has also contributed to the work of the FP Foundation and is currently a member of the FP Foundation Research Committee. Read more about Professor Kwok Sum Ho here.
“We are delighted to recognize Aurèle Courcelles and Professor Kwok Sum Ho for their significant contributions to the financial planning profession in Canada,” says FPSC President & CEO Cary List. “We applaud these outstanding professionals for their leadership in advancing the financial planning profession.”
Fellow of FPSC candidates are nominated by their peers and recipients are selected by an independent committee. Examples of achievements that are demonstrated by recipients of the distinction include:
- Long-standing and exemplary service through volunteerism that advances FPSC’s purpose of driving value and instilling confidence in financial planning;
- Promotion of financial planning and CFP certification as the profession of choice to the next generation;
- Significant involvement in FPSC’s examinations development process;
- Direct or broad support of the CFP designation within the financial planning industry;
- Involvement in development of practice standards; and/or
- Extensive promotion of financial planning and CFP certification to Canadians on a grassroots level.
Mr. Courcelles and Professor Ho will be recognized at FPSC’s Celebration of the Profession Dinner taking place on November 20 as part of Financial Planning Week 2018. For tickets to this event, please register at financialplanningweek.ca.
About Financial Planning Standards Council
A professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies―Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning―meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. There are more than 18,500 Financial Planners in Canada who have met, and continue to meet, FPSC’s standards. More information is available at FPSC.ca and FinancialPlanningForCanadians.ca.
About CFP Certification
Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the profession. CFP® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™. CFP professionals in Canada are certified by FPSC. There are approximately 16,500 CFP professionals across Canada, part of an international network of more than 175,000 in 26 territories around the world.
For more information, please contact:
Financial Planning Standards Council
416.593.8587, ext. 232 or 1.800.305.9886