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
Almost 900 candidates across Canada wrote exams on the path to CFP certification
Candidates received highest marks in June 2014 sitting of the FPE2
New FPSC Level 1 Certification in Financial Planning will replace FPSC Registered Candidate program