CFP and FPSC level 1 examinations take place across Canada June 2
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
Simon Couvrette, Melissa Loiselle and Marc Sherman received the highest marks of the 421 candidates who wrote the national CFP exam this past June
More than 70% of advisors who wrote exams in various stages of the process to become a certified financial planner passed in June
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
Guidance includes specific direction and examples on issues such as integrity and client trust
Both CFP and FPSC Level 1 exams to be held June 3
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