October 7, 2008
FPSC relies on, and is grateful to, CFP professionals who donate their time and effort to further FPSC's mission. We are currently seeking volunteers to serve on various boards and committees, and to assist with CFP Examination development in various capacities.
FPSC seeks CFP professionals to act as invigilators for the CFP Examination at various locations across Canada. At many examination centres, individuals will work as part of a team to maintain the security and integrity of the CFP Examination process and ensure that all policies and procedures are adhered to. Invigilators receive an honorarium for their participation.
Contact Paulette Anthony at panthony@fpsccanada.org.
According to FPSC’s Disciplinary Rules & Procedures, Hearing Panels are required as part of FPSC’s disciplinary process for CFP professionals.
Hearing Panel volunteers must be current CFP Professionals and should have an understanding of FPSC's Code of Ethics. In addition, volunteers must be prepared to discuss issues and make informed decisions at hearings.
Please note that FPSC requires national representation for these panels, as hearings will be held across Canada.
Contact Yinka Awisat at yawisat@fpsccanada.org.
The FPSC Board of Directors is comprised of one nominee from each of the six supporting organizations (Advocis, CMA-Canada, CGA-Canada, Canadian Institute of Chartered Accountants, Canadian Institute of Financial Planning and the Credit Union Institute of Canada), four senior directors (Chair, Vice Chair, Past Chair and FPSC President) and four Independent Directors.
The FPSC Board of Directors provides leadership and develops strategic goals that proactively consider future challenges and opportunities relating to FPSC's mission to benefit the public by leading the evolution of the financial planning profession in Canada through the development, enforcement and promotion of the highest competency and ethical standards in financial planning as defined by individuals who have earned the Certified Financial Planner® (CFP®) designation.
When considering nominations for the FPSC Board of Directors, the Nominating Committee will assess candidates against the FPSC Board Competency Profile. Candidates will also be required to complete an assessment template that will help to identify specific competencies that they possess.
If you are interested in serving on the FPSC Board of Directors as an Independent Director, please contact Heather Terrence at hterrence@fpsccanada.org.
CFP Examination Item Writers make an important and significant contribution to the CFP certification process through the development of examination items. FPSC seeks CFP professionals with extensive financial planning expertise, preferably with specialty knowledge in one or more financial planning component, an interest in education and examination standards, exceptional writing and editing skills, and a commitment to enhancing their own skills, to contract with FPSC to create multiple-choice questions for the CFP Examination.
FPSC holds an annual Item Writing Workshop where invited participants will receive training and begin developing CFP Examination questions in a strictly controlled environment. Interested participants are invited to apply to FPSC for selection as an item writer, and upon approval will be invited to participate in the annual workshop. FPSC will cover travel costs, meals and accommodations for the one-week workshop and participants will earn 30 CE credits for their participation.
If you are interested in becoming an item writer, please submit a covering letter and current resumé or CV and include the following details:
Applicants may be asked to participate in evaluation exercises as part of the selection process. To apply, contact Paulette Anthony at panthony@fpsccanada.org.
The Panel of Examiners is an independent standing committee of the FPSC Board of Directors that develops the CFP Examination and related policies in accordance with generally accepted measurement standards, which ensure fairness to all candidates. The Panel of Examiners vets examination items, approves the final CFP Examination and, with assistance from psychometric and statistical consultants, determines the pass mark for each examination.
CFP professionals interested in an appointment to the Panel of Examiners should possess the following qualities:
For each administration of the CFP Examination, members of the Panel of Examiners are expected to actively participate in the development of the Examination. Each development cycle includes the review and submission of comments regarding the examination content, case studies and questions, participation in four conference calls to review and discuss the examination content, attendance at a full-day final content sign-off meeting and participation in two post-examination conference calls related to the determination of a pass mark. Membership on the Panel of Examiners meets the full continuing education CFP technical credit requirement for each year in which the CFP professional serves. Members also receive an honorarium for their participation. Applicants may be asked to participate in evaluation exercises as part of the selection process.
Contact Paulette Anthony at panthony@fpsccanada.org.
The development cycle for each CFP Examination includes a field test of a draft of the CFP Examination. The main objective of the field test is to have the draft Examination written under Examination conditions to ensure it can be completed in the allotted time and to ensure the information presented is clear and concise. Individuals are not expected to study in advance, but will be expected to comment on the Examination in a round-table discussion with other CFP professionals and an FPSC staff member following the field test. Participation in field testing earns four continuing education credits and an honorarium. This opportunity is available only to CFP professionals in the Greater Toronto Area.
Contact Paulette Anthony at panthony@fpsccanada.org.
If you are uncertain of where you would like to volunteer, or want more general information, please contact Heather Mills via hmills@fpsccanada.org.
CFP®, CERTIFIED FINANCIAL PLANNER® and 
® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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