FPSC - Certified Financial Planner

FPSC Comments

On behalf of all stakeholders of the financial planning industry, Financial Planners Standards Council regularly comments on issues relating to the development of the financial planning profession in Canada and worldwide.

We are pleased to share with you here our formal submissions and comments, and we invite you to share with us your thoughts on these or other relevant topics. Please e-mail your comments to communications@cfp-ca.org

John Wickett, V.P. Standards and Certification, responds to the Investment Dealers Association of Canada's proposed amendments to the Client Complaint Handling Rule for their Member firms. – January 2008

Cheryl Bauer Hyde, FPSC Chair 2007/08 Board of Directors Address at FPSC Board Reception in Calgary – June 2007

Cheryl Bauer Hyde, FPSC Chair 2007/08 Board of Directors Opening Remarks for CIFPs Conference – June 2007

FPSC releases its Strategic Plan — four broad strategic themes and underlying strategic objectives that will guide FPSC in its establishment and implementation of operational initiatives in the months and years ahead– June 2007

FPSC Comments on Second Exposure Draft of proposed revisions to CFP Board's ethical standards– April 2007

Acting FPSC President Cary List writes article for accounting magazine Bottom Line offering a more in-depth look at how the new competency profile clarifies the financial planning profession’s place in the broader financial services industry and what makes the profession distinct.– December 2006

Acting FPSC President Cary List writes article for accounting magazine Bottom Line explaining significance of new CFP Professional Competency Profile– November 2006

FPSC Comments on FSCO's Proficiency Requirements for Mortgage Agents/Brokers – October 17, 2006
Visit the mortgage brokers' and agents' education review homepage

FPSC Comments to U.S. CFP Board of Standards on proposed revisions to Code of Ethics and Professional Responsibility and Financial Planning Practice Standards – September 22, 2006
Read the proposed revisions

Incoming FPSC Chair Peter Volpé comments at the FPSC Board Reception – June 15, 2006

Incoming FPSC Chair Peter Volpé addresses the CIFPs National Convention – May 29, 2006

FPSC comments on the Fair Dealing Model Concept Paper
- April 2004

FPSC Chair Garry Duncan's keynote address at Practice Standards launch - October 2003

FPSC comments on the Joint Forum Practice Standards Project - May 2003

FPSC comments to the Uniform Securities Legislation (USL) Project Steering Committee - May 2003

FPSC comments on the CFP designation, the financial planning industry and Financial Planners Standards Council - May 2002

FPSC President Don Johnston is interviewed by CFP professional Jerry Ross, who hosts a radio talk show.

FPSC comments on financial planning standards - May 2002

FPSC Director of Standards Enforcement Tony Davidson recently addressed the Ontario Bar Association.

FPSC comments on Ethics and the CFP® designation - April 2002

In a letter to the editor published in the April issue of Advisor's Edge, FPSC President Don Johnston responds to an article that appeared in the December 2001 issue, entitled: From moral principles to more profits.

FPSC comments on the proposed CAIFA/CAFP merger - March 2002

FPSC's correspondence to CFP professionals expressing concerns about the proposed merger.

FPSC comments on changes to IDA Suitability Rule - October 2001

The Investment Dealers Association is planning on making changes to its client suitability rule. FPSC Director of Standards Enforcement Anthony Davidson comments on what the changes mean to CFP professionals.

FPSC comments on Consultation Draft regarding Single Financial Services Regulation in Ontario - June 2001

A letter from FPSC President Don Johnston to Mr. John R. O'Toole, M.P.P. Parliamentary Assistant to the Minister of Finance.

FPSC comments on the proposed new CSA Rule regulating financial planners

Ontario Finance Minister rejects Financial Planning Rule as currently written - Notice to all CFP professionals - April 11, 2001
Q & A for CFP professionals and other stakeholders about the CSA proposed Financial Planning Rule - updated April 2001
Message from Don Johnston, President, FPSC - March 2001
Press Release - FPSC fears CSA proposed regulation of financial planners may not be adequate to protect public - March 6, 2000
FPSC's filed comments on proposed Rule - March 2000

Listen to what FPSC Chair, Cheryl Bauer Hyde, CFP, has to say about FPSC Stepping it Up!

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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.

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