FPSC names top performers of June exam
The organizations will work together on unified standards for financial planners
Distinction honours advocates of financial planning standards
Financial planning body rebrands
The Financial Planning Standards Council (FPSC) handed out a number of awards Friday as part of Financial Planning Week. John De Goey received the Donald J. Johnston Lifetime Achievement Award in Financial Planning, which recognizes “a lifetime advancement of CFP certification and significant positive impact on the financial planning profession,” says the FPSC in a […]
The MOU supports a framework for cooperation between FPSC and the OSC that will assist in the effective delivery of each organization’s respective mandate.
Amid confusion about advisors’ titles and a move toward greater title transparency, there’s one that might prove more familiar to Canadians: certified financial planner. Read: Ontario ‘working closely’ with SROs on titles reform That’s because 85% of Canadians with financial planners say they know “for a fact” that their advisors are CFPs, reveals a survey […]
The Financial Planning Standards Council (FPSC) has released the Financial Planning Body of Knowledge (FP-BoK), a resource for CFP professionals and FPSC Level 1 certificants. Together with the revalidated FPSC Competency Profile, the FP-BoK serves to further define the knowledge and competencies expected of CFP professionals and FPSC Level 1 certificants in Canada, and the […]
Update includes addendum of data sources
FPSC named a new board chair and vice-chair, and made other changes