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Keyword: CFP

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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

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