Home Financial Planning Standards Council

Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners

FAIR Canada not in favour of regulators’ stance on best interest standard

The agreement will help the OSC and the FPSC carry out their registration/certification, compliance and enforcement duties

FPSC makes changes to its board of directors

Dan Busi takes over as chairman, Brett Millard as vice chairman and Dave Wild, Ron Harvey and Martin Dupras join the board as directors

Nominations for the Fellow of FPSC distinction close on June 9, with the winner honoured at an even in November

CSA report: divisions remain over “best interest”

Vast majority also back a best interest standard

MFDA wants to regulate “financial planner” title

CFP and FPSC level 1 examinations take place across Canada June 2

  • By: IE Staff
  • April 25, 2017 December 19, 2017
  • 09:40
FPSC, IQPF issue updated guidelines for financial planners

The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data

Activities aim to inspire Canadians to take positive planning action toward financial and emotional well-being

  • By: IE Staff
  • November 18, 2016 November 18, 2016
  • 11:05
Middle-income Canadians face sizeable debt burden: StatsCan

But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice

FPSC to honour three for performance on CFP exam

The next writing of the two exams needed in the process to obtain the CFP designation take place on Nov. 25, exactly a month after the registration deadline