Home Certified Financial Planner
Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 February 9, 2018
  • 12:57
Businessman calculating and checking articles of agreemen

The CFP examination was written by 473 candidates — the highest number since 2010

  • By: Leah Golob
  • January 20, 2018 January 20, 2018
  • 10:37

The degree program will qualify students for FPSC Level 1 Certification in Financial Planning

  • By: Leah Golob
  • October 25, 2017 October 25, 2017
  • 11:15

It’s time that either the term “financial advisor” truly means something — separate and apart from the licence to sell a product — or to ban its use entirely

  • By: Cary List
  • August 13, 2017 December 15, 2017
  • 12:45
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 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

FPSC to honour three for performance on CFP exam

Simon Couvrette, Melissa Loiselle and Marc Sherman received the highest marks of the 421 candidates who wrote the national CFP exam this past June

MFDA wants to regulate “financial planner” title

More than 70% of advisors who wrote exams in various stages of the process to become a certified financial planner passed in June

MFDA wants to regulate “financial planner” title

The new “standards panel” will include members of the public who have a keen interest in financial planning in addition to CFPs with significant expertise