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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

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

Guidance includes specific direction and examples on issues such as integrity and client trust

MFDA wants to regulate “financial planner” title

Both CFP and FPSC Level 1 exams to be held June 3

  • By: IE Staff
  • April 22, 2016 April 22, 2016
  • 10:45

A majority of advisors who took the FPSC’s Level 1 examination in financial planning and CFP examination from November are on to the next step of the process

The regulatory framework for overseeing financial planners should be developed joined by regulators, SROs and the FPSC, according to PMAC

The FPC recommends provincial governments to adopt standards developed as requirements for those who hold themselves out as financial planners

Almost 900 candidates across Canada wrote exams on the path to CFP certification

  • By: IE Staff
  • February 4, 2015 February 4, 2015
  • 11:00

Candidates received highest marks in June 2014 sitting of the FPE2

  • By: IE Staff
  • September 9, 2014 September 9, 2014
  • 15:10

New FPSC Level 1 Certification in Financial Planning will replace FPSC Registered Candidate program

  • By: IE Staff
  • March 17, 2014 March 17, 2014
  • 14:20