Care to comment on the latest draft of the first Financial Planning Practice Standards (Practice Standards) for CFP professionals? We hope so. You and other industry participants are invited to review this draft currently posted on the website for a six-month comment period, before the standards are finalized and released to the public later this year.
FPSC begins a major Professional Competency Analysis this April. Ensuring the CFP certification process continues to lead the development of the financial planning profession in Canada, practicing CFP professionals across the country will help FPSC re-determine the knowledge, competencies and skills financial planners must have to best serve Canadians' current and future financial planning needs. See Update for more information.
Have you seen our latest advertisements in the March issues of Chatelaine, enRoute, MoneySense and Time magazines? Watch for the next ones in the April issues of Canadian House & Home, Reader's Digest and Time.
FPSC is well represented on the new international body, Financial Planning Standards Board Ltd., (FPSB). This new organization overseeing the global development of CFP® certification was officially launched on January 1, 2003. Its formation is part of the ongoing efforts by CFP Board of Standards, Inc. (owner of the CFP Marks) and its 16 international affiliates to expand international recognition of the CFP certification program.
FPSC approved the financial planning education program offered by The Institute of Canadian Bankers (ICB) as a course of study that meets the educational requirements for CERTIFIED FINANCIAL PLANNER® (CFP®) certification. The ICB is one of four national education programs that have courses of study accredited by FPSC. If anyone you know would like more information about qualifying for the CFP Examination through the ICB's Personal Financial Planning program, tell them to visit www.icb.org or call the ICB at 1.800.361.7339.
FPSC is the only organization in Canada that licenses professionals who have met its standards to use CFP® and CERTIFIED FINANCIAL PLANNER®. When you review your licence package, remember that membership in organizations like ADVOCIS or CIFPs does not preclude you from having to renew your CFP licence with FPSC annually. Membership in professional organizations is NOT a CFP licensing requirement. Review our Licensing Policies for complete details. The deadline for licence renewal is March 31.
Have you renewed your CFP licence for 2003-2004 yet? Renewal packages have been mailed so if you haven't received yours, call us at 1.800.305.9886. Alternatively, renew online. It's quick and convenient.
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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.
are certification marks