Media Releases - 2007

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 >

Toronto, November 13, 2007 — FPSC and Certified Financial Planner (CFP) professionals are offering advice to help Canadians manage debt and credit during Credit Education Week in Canada. The Week is the first-ever initiative of its kind for Credit Canada. More >

Toronto, November 6, 2007 — Financial Planners Standards Council (FPSC) and Dalhousie University announce a new MBA stream that recognizes the high standards of competence CFP® (Certified Financial Planner) professionals employ in meeting the needs of Canadians. More >

Toronto, November 5, 2007 — Financial Planners Standards Council (FPSC) calls for nominations for the 2008 Donald J. Johnston Award for Outstanding Contribution to the Profession of Financial Planning in Canada (the Don Johnston Award). More >

Toronto, October 10, 2007 — Financial Planners Standards Council (FPSC) offers Canadians ten key questions to ask when hiring a financial planner, as Investor Education Month celebrates its tenth anniversary in Canada this month. More >

Toronto, October 2, 2007 - October marks the 10th Annual Investor Education Month. It’s a great time for investors to learn about the many information resources and tools that are available to them at no cost. More >

Got a Question? CFP Professionals Can Help! Our loonie has made it into the big times. With our dollar at U.S par, the buzz around our dollar's new status has circled faster than one can say: "U.S shopping spree anyone?" But of course there's more to the story when it comes to how this might play out on a number of financial planning considerations. More >

Toronto, ON - August 14, 2007 It's that time of year again when parents and students will soon be strapping up the knapsacks, packing their lunches (and maybe even their suitcases) to get ready for another school year. How ready will they (your readers) be for the financial challenges and adjustments that lie ahead? More >

FPSC REPORT ON DISCIPLINARY ACTION Toronto, August 9, 2007 - Financial Planners Standards Council's (FPSC) publicly reports on disciplinary actions taken by FPSC against individuals' rights to use the CERTIFIED FINANCIAL PLANNER®, CFP® and CFP® logo marks. Following is a summary of disciplinary cases closed since the last report of activity dated October 2006. More >

Toronto, July 9, 2007 — Nine hundred and eighty five (985) individuals wrote the Financial Planners Standards Council (FPSC) Certified Financial Planner® (CFP®) Examination on June 9, 2007 and 40.3 per cent (397) passed. Of those writing the exam for the first time, 46.3 per cent passed. More >

Toronto, July 5, 2007 — Financial Planners Standards Council (FPSC) has approved the Fellow of Canadian Institute of Actuaries (FCIA) credential as meeting the high standards required of professional credentials and degrees listed in FPSC's Approved Prior Credential (APC) Policy. More >

Toronto, June 6, 2007 — Long-time local resident of the Elmira area of Waterloo region selects the Women's Crisis Services of Waterloo Region (WCSWR) to receive the $10,000 gift associated with the Donald J. Johnston Award for Outstanding Contribution to the Profession of Financial Planning in Canada (D.J.J. Award) sponsored by Financial Planners Standards Council (FPSC). More >

Toronto, June 6, 2007 — Mr. Alastair Rickard, a financial services veteran with more than 30 years in the industry and currently AVP, Government & Industry Relations for Sun Life Assurance Company of Canada, has been selected as the 2007 recipient of the Donald J. Johnston Award for Outstanding Contribution to the Profession of Financial Planning in Canada (D.J.J. Award). Mr. More >

Toronto, ON, May 9, 2007 — The Financial Planners Standards Council (FPSC) Board of Directors announces the appointment of Cary List CA, CFP as FPSC President and Chief Executive Officer. After four years with FPSC, Mr. List assumed the position of Acting President and CEO on July 1, 2006, upon the retirement of FPSC's founding president, Mr. Donald J. Johnston. More >

Toronto, ON - May 7, 2007 CFP Professionals Share Words of Wisdom, Caring and Insight for Mother's Day Mother's Day is just days away. Flowers, spa days and breakfast in bed are always nice. But how about also including something with more lasting value — such as the gift of feeling in control of one's financial affairs and future... More >

Toronto, ON - April 2, 2007 CFP professionals available to talk about budget issues: tax planning; mortgage/home-buying; and more! "Fall behind or spring ahead," as the saying goes. This season has sprung with no shortage of financial planning issues and opportunities for Canadians to get their financial plans in shape More >

Toronto, February 19, 2007 — The pension landscape has changed. Personal debt has increased. Household budgets have been stretched. And Canadians know it! But how can organizations take the right steps to help put Canadians on the right path towards financial security now and in the future? More >

Toronto, February 5, 2007 — How often have we said as adults, "If only I'd known then what I know now?" More >

Toronto, January 24, 2007 — Financial Planning Standards Board Ltd. More >

Toronto, January 11, 2007 — Nine hundred and sixty three (963) individuals wrote the Financial Planners Standards Council (FPSC) Certified Financial Planner® Examination on November 18, 2006, and 43.1 per cent (415) passed. Of those writing the exam for the first time, 49.7 per cent passed. More >