Financial Planning Standards Council

FP Canada™ announces results for the May QAFP™ exam

Retrieved on: 
Thursday, July 8, 2021

TORONTO, July 8, 2021 /CNW/ -FP Canada has announced results for the May sitting of the QAFP exam, held on May 26, 2021.

Key Points: 
  • TORONTO, July 8, 2021 /CNW/ -FP Canada has announced results for the May sitting of the QAFP exam, held on May 26, 2021.
  • FP Canada will offer the QAFP exam over three administrations in this fiscal year.
  • The next QAFP exam will be held on October 13 and the next CFP exam on October 13 and October 14.
  • There are more than 20,000 professional financial planners in Canada who, through CFPcertification and QAFP certification, meet FP Canada's standards.

FP Canada™ Announces Changes to Board of Directors

Retrieved on: 
Thursday, June 24, 2021

Fin., Chair of the Board replacing Brett Millard, CFP, who completed a two-year term as Board Chair on June 21, 2021.

Key Points: 
  • Fin., Chair of the Board replacing Brett Millard, CFP, who completed a two-year term as Board Chair on June 21, 2021.
  • Mr. Dupras has been a member of the FP Canada Board for four years and is an independent financial planner and Founding President of Montreal-based ConFor Financiers.
  • The Board of Directors also welcomed three new members: Christopher Dewdney, CFP, Susan Howe, CFP, and Winston Maharaj, as Public Director.
  • FP Canada's Board of Directors works on behalf of the Canadian public, certificants and other stakeholders to ensure that FP Canada realizes its purpose and mandate.

FP Canada Research Foundation™ Board Announces 2021/22 Board of Directors

Retrieved on: 
Thursday, June 17, 2021

TORONTO, June 17, 2021 /CNW/ - The Board of FP Canada Research Foundation today announced the appointment of Caroline Dabu as the new Board Chair.

Key Points: 
  • TORONTO, June 17, 2021 /CNW/ - The Board of FP Canada Research Foundation today announced the appointment of Caroline Dabu as the new Board Chair.
  • "Caroline, Carolyn and Cynthia bring significant experience to the Board, whose guidance will help the Foundation advance its mandate of funding financial planning research to enhance the wellbeing of Canadians," said Joan Yudelson, CFP, Executive Director, FP Canada Research Foundation.
  • To learn more about the research funded by the FP Canada Research Foundation, visit the Research & Resources page on the Foundation's website.
  • The FP Canada Research Foundation , an independent registered charity, is dedicated to funding, promoting and disseminating financial planning research to enhance the wellbeing of all Canadians.

FP Canada™ welcomes Tashia Batstone as President & CEO

Retrieved on: 
Monday, May 3, 2021

b'TORONTO, ON, May 3, 2021 /CNW/ - Today Tashia Batstone begins her new role as President & Chief Executive Officer, becoming the first woman in the organization\'s history to hold the position.

Key Points: 
  • b'TORONTO, ON, May 3, 2021 /CNW/ - Today Tashia Batstone begins her new role as President & Chief Executive Officer, becoming the first woman in the organization\'s history to hold the position.
  • Ms. Batstone takes over the reins from Cary List, who will be retiring from FP Canada on June 30, after 15 years at the helm.\nMs.
  • "\n"I am delighted to welcome Tashia, on behalf of the board of directors," said Brett Millard, CFP, Chair, FP Canada Board.
  • There are more than 20,000 professional financial planners in Canada who, through CFPcertification and QAFP certification, meet FP Canada\'s standards.

Nominations Now Open for FP Canada™ Fellow Distinction, DJJ Lifetime Achievement Award in Financial Planning

Retrieved on: 
Wednesday, April 7, 2021

TORONTO, April 7, 2021 /CNW/ -FP Canada is now accepting nominations for two prestigious distinctions for 2021: the FP Canada Fellow distinction and The Donald J. Johnston Lifetime Achievement Award.

Key Points: 
  • TORONTO, April 7, 2021 /CNW/ -FP Canada is now accepting nominations for two prestigious distinctions for 2021: the FP Canada Fellow distinction and The Donald J. Johnston Lifetime Achievement Award.
  • The FP Canada Fellow distinction recognizes individuals who have made a significant contribution to furthering FP Canada's mandate of advancing professional financial planning in Canada.Criteria for the FP Canada Fellow distinction include:
    Volunteer work directly related to FP Canada's mandate of advancing professional financial planning; and
    advancement of FP Canada's standards by leading or inspiring the development or adoption of the standards to further the public interest and enhance the reputation of FP Canada's certifications.
  • For more information on the criteria, guidelines to submit a nomination, visit the FP Canada Fellow section on the FP Canada website.
  • To be considered for the award, nominees must be FP Canada Fellows and must have made a profound positive contribution to FP Canada and to the financial planning profession as a whole.

FP Canada™ announces top performing CFP®, QAFP™ candidates

Retrieved on: 
Tuesday, March 23, 2021

In response to the pandemic, FP Canada offered candidates the option of taking the exams through online proctoring in November.

Key Points: 
  • In response to the pandemic, FP Canada offered candidates the option of taking the exams through online proctoring in November.
  • To provide candidates flexibility and choice, and to ensure their safety, FP Canada will continue to offer the CFP Exam and the QAFP Exam through online proctoring throughout 2021.
  • Candidates who wish to write the exam in May can register by logging in to their FP Canada portal .
  • There are more than 20,000 professional financial planners in Canada who, through CFPcertification and QAFP certification, meet FP Canada's standards.

Tashia Batstone named incoming President and CEO of FP Canada

Retrieved on: 
Monday, March 1, 2021

Will assume new role May 3, 2021

Key Points: 
  • Will assume new role May 3, 2021
    TORONTO, March 1, 2021 /CNW/ - The FP Canada Board of Directors is pleased to announce that Ms. Tashia Batstone has been named FP Canada's incoming President and CEO, effective May 3, 2021, replacing Mr. Cary List, who will be retiring on June 30.
  • Prior to joining CPA Canada, Ms. Batstone served five years as CEO of the Institute of Chartered Accountants of Newfoundland and Labrador.
  • "On behalf of the Board of Directors, I am delighted to welcome Tashia as FP Canada's next President & CEO," said Mr. Brett Millard, Chair, FP Canada Board.
  • "I am thrilled and honoured to join FP Canada at such an important point in the organization's evolution and I thank the board for their confidence in me," said Ms. Batstone, incoming President and CEO, FP Canada.

Results for November CFP® Exam now available

Retrieved on: 
Wednesday, February 17, 2021

"Congratulations to all the candidates who challenged the CFP exam in November, overcoming significant uncertainty and challenges arising from the COVID-19 pandemic," says Cary List, President and CEO of FP Canada.

Key Points: 
  • "Congratulations to all the candidates who challenged the CFP exam in November, overcoming significant uncertainty and challenges arising from the COVID-19 pandemic," says Cary List, President and CEO of FP Canada.
  • Starting in 2021, FP Canada will administer three sittings of the CFP exam.
  • The next sessions of the CFP exam will be held on Wednesday, May 26 and on Thursday, May 26.
  • Candidates can register for the CFP exam or the QAFP exam by logging on to their portal at FPCanada .

Consumer Research Drives Relaunch of CFP Board's Financial Planning Website

Retrieved on: 
Wednesday, December 16, 2020

CFP Board partnered with Heart + Mind Strategies LLC to conduct an intensive consumer research study from June-September 2020 to inform the redesign of the website.

Key Points: 
  • CFP Board partnered with Heart + Mind Strategies LLC to conduct an intensive consumer research study from June-September 2020 to inform the redesign of the website.
  • Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP certification one of the most respected certifications in financial services so that the public has access to and benefits from competent and ethical financial planning.
  • CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP certification and access to a diverse, ethical and competent financial planning workforce.
  • Widely recognized by firms and consumer groups as the standard for financial planning, CFP certification is held by more than 87,000 people in the United States.

Finances under fire: nearly 40 per cent of Canadians' bank accounts cannot withstand a financial emergency

Retrieved on: 
Monday, November 16, 2020

"This is an opportune time to take a hard look at how people are faring with their finances," said Mark Halpern, Certified Financial Planner.

Key Points: 
  • "This is an opportune time to take a hard look at how people are faring with their finances," said Mark Halpern, Certified Financial Planner.
  • "Given the whirlwind year we've had, it's no wonder that people are feeling stressed about their financial situations.
  • It is also not surprising that the percentage of Canadians who cannot afford a financial emergency has gone up since the last FP Canada Cross-Country Checkup in 2018.
  • There are approximately 21,000 professional financial planners in Canada who, through CFPcertification and QAFP certification, meet FP Canada's standards.