Media Releases - 2002

December 9, 2002, Toronto — Financial Planners Standards Council (FPSC) is pleased to welcome Fanshawe College to its growing roster of education providers. The College's new Diploma in Financial Planning Services is now registered with FPSC as an official financial planning curriculum supporting the education requirements for CFP® certification. More >

Holiday season is upon us and, with it, the enticement to indulge and spend — often more than we can afford — putting us in a financial rut for the New Year. With gifts to buy and dinners and celebrations to enjoy, how can we manage our urge to splurge without being the holiday grinch? More >

With winter on its way, it seems too early to be thinking and planning for spring. But December is a critical month when it comes to smart financial planning. With year-end just around the corner, there are many opportunities to take advantage of now that will pay off next spring at tax time. More >

November 6, 2002, Toronto — A joint task force of the International CFP Council and Certified Financial Planner Board of Standards Inc. announced that it has chosen Financial Planning Standards Board (FPSB) as the name of the new international entity to administer the CFP certification program worldwide. More >

November 6, 2002, Toronto — Don Johnston has been appointed as 2003 chair-elect of the advisory body of the new international entity that will oversee the Certified Financial Planner® (CFP®) certification worldwide. Recently named Financial Planning Standards Board (FPSB), this entity and its new advisory body, FPSB Council, will be formed early next year. More >

October 24, 2002, Toronto - Certified Financial Planner® (CFP®) professionals continue to earn their place in the winner's circle of two industry award programs. CFP professionals dominated the fourth annual Advisor of the Year Awards, announced this week, with three of the five regional award winners holding CFP designations. More >

October 24, 2002, Toronto - For the second year in a row, Jim Otar, CFP, CMT, P.Eng., has been awarded the prestigious Article Award presented by the Certified Financial Planner Board of Standards, Inc. in Denver. One of four winners, Mr. Otar won in the Professional/Trade category. More >

September 4, 2002, Toronto - Financial Planners Standards Council (FPSC) is now positioned to track the changing shape and landscape of the emerging financial planning profession. More >

August 1, 2002 Toronto - Summer is here, school is but a distant memory, and everyone is taking advantage of a glorious weather. While it's a time of celebration, it's also a time of preparation for the coming year, or years. Certified Financial Planner® (CFP®) professionals encourage young people to begin investing as soon as they start working. More >

June 27, 2002, Toronto – Financial Planners Standards Council (FPSC) at its annual meeting of members last week restructured its Board of Directors using the Policy Governance or Carver Model. The Model frees current directors to focus exclusively on strategic policy issues. More >

June 24, 2002, Toronto – A new international body governing Certified Financial Planner® (CFP®) certification worldwide is scheduled to begin operations on January 1, 2003. This new entity will eventually take over responsibility for the development, promotion and protection of the CFP marks internationally from the Denver-based Certified Financial Planner Board of Standards Inc. More >

April 15, 2002, Toronto - Financial Planners Standards Council announced the launch today of its expanded website. The site has been redesigned to make it easier for the public, CFP licensees and the media to find everything they need to know about financial planning, Financial Planners Standards Council and the Certified Financial Planner® (CFP®) designation. More >

April 3, 2002, Toronto - At its March 21st meeting, Financial Planners Standards Council (FPSC) Board of Directors approved two new education programs, and renewed an existing program, which satisfy the education requirement for the Certified Financial Planner® (CFP®) designation. These programs bring the total number of directly registered programs to 25 offered by 20 different institutions. More >

March 27, 2002, Toronto - Caught in the market collapse of the past year, more and more Canadians have been turning to financial planners for guidance. But a recent survey by Financial Planners Standards Council (FPSC) shows that they're still confused about what financial planning is and how to go about it. More >

March 27, 2002, Toronto - In a bulletin to all CFP licensees today, Financial Planners Standards Council (FPSC) President Don Johnston said FPSC could neither endorse nor support some of the stated objectives of the merged membership entity proposed by the Canadian Association of Financial Planners (CAFP) and the Canadian Association of Insurance and Financial Advisors (CAIFA). More >

January 17, 2002, St. John's NF - Shining shoes and managing finances have little in common according to Shinerama volunteer Colleen Mifflin. She excelled at the former on campus this fall, but admits that until last Friday when she met with Investors Group's Perry Russell, CFP®, she knew nothing of the latter. Mifflin met with Russell in St. More >

January 9, 2002, Toronto - One thousand four hundred and ninety-seven (1,497) individuals wrote the Financial Planners Standards Council's (FPSC) Certified Financial Planner® (CFP®) Examination on November 10th and 58.9 per cent (882) of these individuals passed. Of those writing the exam for the first time, 64.4 per cent passed. More >