Financial Planning Standards Council (Canada)

Brett Millard, CFP®, joins FP Canada™ as its new Vice President, Business Development

Retrieved on: 
Monday, November 6, 2023
Canadian Mental Health Association, Business development, Acquisition, Volunteering, Financial Planning Standards Council (Canada), Canada, Nursing, Management, Kelowna

TORONTO, Nov. 6, 2023 /CNW/ - Brett Millard, a CERTIFIED FINANCIAL PLANNER® professional, has joined FP Canada in the newly established role of Vice President, Business Development.

Key Points: 
  • TORONTO, Nov. 6, 2023 /CNW/ - Brett Millard, a CERTIFIED FINANCIAL PLANNER® professional, has joined FP Canada in the newly established role of Vice President, Business Development.
  • Millard will lead the organization's strategies and targets around business growth and revenue diversification, including extending the impact of FP Canada Institute™ products and services.
  • "Brett is a sales and operations expert with proven success in business development focusing on new client acquisition, revenue diversification and sales growth," she says.
  • In his new role, Millard will divide his time between Kelowna, B.C., and FP Canada headquarters in Toronto, ON.

Ahmad Bakhshai awarded FP Canada™ Fellow distinction

Retrieved on: 
Wednesday, September 27, 2023
Volunteering, Financial Planning Standards Council (Canada), University, CFP, Education, Queen, Estate, TEP, Business, Smith School of Business, Smith School, Research, BEAR, Adviser, Queen's University, CLU, Certified Financial Planner, Pavilion (co-working business club), Commerce, Management

TORONTO, Sept. 27, 2023 /CNW/ - FP Canada is excited to announce that Ahmad Bakhshai, CFP®, has been awarded the FP Canada Fellow distinction.

Key Points: 
  • TORONTO, Sept. 27, 2023 /CNW/ - FP Canada is excited to announce that Ahmad Bakhshai, CFP®, has been awarded the FP Canada Fellow distinction.
  • This distinction is in recognition of individuals who have made a significant contribution to furthering FP Canada's mandate of advancing professional financial planning in Canada.
  • "We're pleased to honour Ahmad for his impressive contributions to the financial planning profession," says Tashia Batstone, President and CEO of FP Canada.
  • You can learn more about the FP Canada Fellow distinction on the FP Canada website.

FP Canada™ demonstrates progress towards three-year Strategic Plan

Retrieved on: 
Friday, September 15, 2023
Benchmark, Canada, IQPF, Financial Planning Standards Council (Canada), Plan, Canadians, Indigenous peoples, Research, Financial statement, Finance, Certification, News, Retail, Nursing, Financial adviser, Knowledge

IMAGINE 2030's goals form the backbone of FP Canada's Strategic Plan.

Key Points: 
  • IMAGINE 2030's goals form the backbone of FP Canada's Strategic Plan.
  • FP Canada's Strategic Plan outlines specific steps FP Canada is taking between 2022 and 2025 toward achieving those IMAGINE 2030 goals.
  • The progress report outlines how the organization has fared during the first year (the fiscal year ending March 31, 2023) of the Strategic Plan.
  • "We've made important progress toward our Strategic Plan goals, and I look forward to building on this momentum in the year ahead."

FP Canada™ Announces TD as Platinum Sponsor for its 2023 Financial Planning Conference

Retrieved on: 
Thursday, September 7, 2023
Canada, IQPF, Financial Planning Standards Council (Canada), TD Waterhouse, TD, Platinum, Finance, Student, Conference, Toronto-Dominion Bank, Pharmaceutical industry, Financial adviser

TORONTO, Sept. 7, 2023 /CNW/ - FP Canada has announced that TD Wealth Financial Planning (TD) is back as the platinum sponsor for its annual Financial Planning Conference, taking place during Financial Planning Week.

Key Points: 
  • TORONTO, Sept. 7, 2023 /CNW/ - FP Canada has announced that TD Wealth Financial Planning (TD) is back as the platinum sponsor for its annual Financial Planning Conference, taking place during Financial Planning Week.
  • FP Canada's Financial Planning Conference is part of Financial Planning Week, which aims to raise awareness of financial planning as fundamental to the financial well-being of Canadians.
  • "FP Canada continues to raise the bar on the financial planning profession and help provide financial confidence for Canadians, and we are thrilled to once again support the Financial Planning Conference," said Franceen Bernstein, Head of TD Wealth Financial Planning, TD Bank Group.
  • To learn more about the Financial Planning Conference, visit the FP Canada website devoted to the event.

FP Canada™ recognizes top-performing candidates on the May 2023 CFP® exam

Retrieved on: 
Thursday, August 17, 2023
Canada, Certification, Financial Planning Standards Council (Canada), Knowledge, CFP, Element, Nursing

TORONTO, Aug. 17, 2023 /CNW/ - FP Canada announces the three individuals who earned the top scores for the May 2023 sitting of the Certified Financial Planner® exam.

Key Points: 
  • TORONTO, Aug. 17, 2023 /CNW/ - FP Canada announces the three individuals who earned the top scores for the May 2023 sitting of the Certified Financial Planner® exam.
  • "We at FP Canada commend you for your impressive achievement, and we wish you the best as you advance in your financial planning careers."
  • The CFP exam is a standardized national exam with questions focusing on specific elements of the FP Canada Standards Council Competency Profile .
  • Candidates who wish to sit for the next CFP exam can register by logging into their FP Canada portal .

FP Canada™ announces May 2023 CFP® exam results

Retrieved on: 
Thursday, August 10, 2023
Certification, Certified Financial Planner, Financial Planning Standards Council (Canada), Ethics, CFP, Nursing, Financial adviser

TORONTO, Aug. 10, 2023 /CNW/ - FP Canada has released the results for the May sitting of the Certified Financial Planner® exam.

Key Points: 
  • TORONTO, Aug. 10, 2023 /CNW/ - FP Canada has released the results for the May sitting of the Certified Financial Planner® exam.
  • FP Canada also conducted a survey to better understand the motivations of exam writers.
  • The results reveal that 81% of candidates wrote the exam to enhance their skills and better serve their clients.
  • "Congratulations to all candidates who successfully challenged the CFP exam in May," said Tashia Batstone, President and CEO of FP Canada.

FP Canada™ Recognizes Top Performing Candidates on the June 2023 QAFP® Exam

Retrieved on: 
Thursday, July 27, 2023
Canada, Certification, Financial Planning Standards Council (Canada), Element, Keybase, Nursing

TORONTO, July 27, 2023 /CNW/ - FP Canada today announces the individuals who received the top three scores for the June 2023 sitting of the Qualified Associate Financial Planner™ exam.

Key Points: 
  • TORONTO, July 27, 2023 /CNW/ - FP Canada today announces the individuals who received the top three scores for the June 2023 sitting of the Qualified Associate Financial Planner™ exam.
  • The following candidates have been awarded the QAFP Exam Award of Merit.
  • The QAFP exam is a standardized national exam with questions focusing on specific elements of the FP Canada Standards Council Competency Profile .
  • FP Canada offers the QAFP exam in both English and French, and candidates who wish to sit for the next QAFP exam can register by logging into their FP Canada portal .

FP Canada™ Chooses Meazure Learning to Continue Administration and Delivery of Its Certification Exams

Retrieved on: 
Tuesday, July 25, 2023
Financial Planning Standards Council (Canada), Certification, Partnership, Timothy, Organization, Knowledge, Ethics, Tutoring, Nursing

McLEAN, Va., July 25, 2023 /PRNewswire/ -- Meazure Learning, a leading provider of end-to-end test development and delivery solutions for higher-education and professional testing organizations, today announced its continued partnership with FP Canada, a national not-for-profit education, certification, and professional oversight organization for financial planning in Canada. The agreement extends FP Canada's partnership with Meazure Learning for an additional five years.

Key Points: 
  • FP Canada and Meazure Learning extend 11-year partnership in support of FP Canada's financial planning certification programs.
  • FP Canada grants and oversees the Certified Financial Planner® certification and Qualified Associate Financial Planner™ certification in Canada.
  • Meazure Learning partners with FP Canada to deliver its certification exams securely across multiple modalities, providing convenience for candidates on the path to certification while also protecting valuable exam content.
  • "Meazure Learning is proud to provide the highest level of service to FP Canada and its stakeholders," added Timothy McClinton, Meazure Learning CEO.

Financial Resilience Institute report highlights the role of professional financial planning as a pathway to improving financial resilience

Retrieved on: 
Tuesday, July 18, 2023
IQPF, Financial plan, Financial Planning Standards Council (Canada), St. Louis Fed Financial Stress Index, Institut québécois de planification financière, Resilience, Mental health, Financial adviser, Cryptocurrency, Management

TORONTO, July 18, 2023 /CNW/ - A new study by Financial Resilience Institute, a non-profit organization and the leading independent authority on financial resilience and financial well-being in Canada, indicates that Canadians who work with financial planners have higher levels of financial resilience than those who don't.

Key Points: 
  • TORONTO, July 18, 2023 /CNW/ - A new study by Financial Resilience Institute, a non-profit organization and the leading independent authority on financial resilience and financial well-being in Canada, indicates that Canadians who work with financial planners have higher levels of financial resilience than those who don't.
  • The white paper, entitled "Financial Planning: A Pathway to Improved Financial Resilience," paves the way to potential solutions in response to Canadians' ongoing struggles with financial resilience and vulnerability.
  • Financial Resilience Institute measures household financial resilience, defined as a household's ability to get through financial hardship, stressors and shocks as a result of unplanned life events, through its peer-reviewed Financial Resilience Index model.
  • The Institute leveraged its Index model to explore whether an association between people working with a financial planner experienced improved financial resilience and financial well-being.

FP Canada™ announces change to post-secondary diploma requirement for QAFP® certification

Retrieved on: 
Thursday, July 13, 2023
Canada, Certification, Vocational education, Financial Planning Standards Council (Canada), Nursing

TORONTO, July 13, 2023 /CNW/ - FP Canada today announces a significant change to its Qualified Associate Financial Planner™ certification requirements.

Key Points: 
  • TORONTO, July 13, 2023 /CNW/ - FP Canada today announces a significant change to its Qualified Associate Financial Planner™ certification requirements.
  • Effective April 2024, individuals who do not hold a two-year college diploma will have the opportunity to obtain QAFP certification if they meet certain criteria.
  • In contrast, the upcoming change will allow candidates with significant relevant work experience to earn QAFP certification without a diploma.
  • Coupled with the reimagined QAFP certification, this new change to QAFP certification requirements will allow FP Canada to remove unnecessary barriers to certification.