News and resources for Canada's top financial advisors
Est. 1998
Industry
FPSC names top performers of June exam
By Staff |October 10, 2018
1 min read
The organizations will work together on unified standards for financial planners
By Staff |September 28, 2018
Distinction honours advocates of financial planning standards
By Staff |September 26, 2018
Financial planning body rebrands
By Staff |September 19, 2018
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 […]
By Staff |November 27, 2017
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.
By Staff |October 23, 2017
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 […]
By Staff |October 18, 2017
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 […]
By Staff |September 13, 2017
Update includes addendum of data sources
By Staff |August 1, 2017
2 min read
FPSC named a new board chair and vice-chair, and made other changes
By Staff |June 23, 2017
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