May 15, 2008
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2008 Donald J. Johnston Award

Toronto, May 12, 2008 — Mr. Jim Rogers (photo) is the 2008 recipient of the Donald J. Johnston Award for Outstanding Contribution to the Profession of Financial Planning in Canada (DJJ Award). He is the third recipient since its inception in 2006. More >

For New Canadians, Financial Planning Can Help Ease the Transition to a New Life In Canada

Toronto, ON - April 7, 2008 For the thousands of new Canadians who settle into this ethnically diverse country each year, there are often more challenges than opportunities at the start of their new lives. And many financial planners know first- hand how particularly tough the first few years can be if financial affairs are not in order. More >

CFP Professionals Ready to Offer Insights on Budget

Toronto, ON - February 29, 2008 With the announcement of the federal budget now behind us it's time to look at what some of the changes mean for Canadians, especially from a financial planning perspective. CFP professionals have taken a good look. Here's a sample of what some of them think: More >

How to Make the Year of the Rat a Winner

Toronto, ON - February 7, 2008 It's the Year of the Rat — according to Chinese beliefs, a creature known for its wisdom and financial prudence. Whether you are a Rat or not, you can benefit from taking the steps Financial Planners Standards Council (FPSC) suggests may lead to the year of "sleeping better." More >

Investing for Life: CFP Professionals Offer Smart Strategies

Toronto, ON - January 23, 2008 Want to get competent, comprehensive financial advice this year for your financial decisions? Want to go green with strategic investing that aligns with your values? Want to know how to live forever and pay less tax? More >

Economic Woes in U.S Concerning Canadians?

Toronto, ON - January 22, 2008 Many Canadians wonder about the potential impact of global economic forces on their financial situations. How will their investments fare? What is the impact on housing costs and mortgage decisions? What about their job prospects? More >

FPSC Announces November 2007 CFP Examination Results

Toronto, January 14, 2008 — Eight hundred and fifteen (815) individuals wrote the Financial Planners Standards Council (FPSC) Certified Financial Planner® or CFP® Examination on November 17, 2007, and 45 per cent (365) passed. Of those writing the exam for the first time, 52 per cent passed. More >

Make Financial Fitness One of Your New Year's Goals

Toronto, January 14, 2008 New year. New goals. After the holiday splurge, many Canadians vow to shed some pounds and get into shape. For those who over-spent, this is also a great time to evaluate their financial situation and make appropriate changes. More >

Canada Makes its Mark at Brazil Meetings

Toronto, November 21, 2007 — A competency profile for financial planners, based on a framework first conceived and developed in Canada, is now adopted as an international standard. The event occurred at the recent meeting in Salvador, Brazil, of Financial Planning Standards Board (FPSB), the international organization that owns the CFP® marks outside the U.S. More >