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Financial Planners Standards Council

 
Contact1: Reed Hilton-Eddy
Phone (Bus): (416)593-8587  Ext 235
(Fax): (416)593-6903
E-mail: rhilton-eddy@cfp-ca.org

Address: 375 University ave Suite 902 Toronto ON M5G 2J5
Web Site: www.cfp-ca.org


Other Locations: We can provide senior spokespeople from our office or practicing CFP professionals in communities right across Canada to comment on issues related to personal financial planning.


Keys: Access to Financial Information; Accreditation; Budgeting; Certified Financial Planner; Death And Taxes; Death Tax; Debt Management; Employee Benefits; End-of-life Decisions and Living Wills; End-of-Life Medical Decisions; Estate/Retirement Planning; Estate Planning; Executive Compensation; Financial Communications; Financial Consultants; Financial Education; Financial Goal-Setting; Financial Information Services; Financial Management; Financial Planner; Financial Planning; Financial Planning for Education; Financial Planning for Families; Financial Planning for Over 40; Financial Planning for Over 50; Financial Planning for Women; Financial Planning Professional; Financial Planning Standards; Financial Services; Future-Oriented Financial Information; High Price of Gasoline; Identity Theft; Income Tax Planning; Internet Gambling; Investment Planning; Leveraged Index Funds; Money Management; Personal Finance; Personal Financial Counselling; Personal Financial Management; Personal Financial Planning; Personal Financial Services; Personal Income Tax Planning; Personal Insurance Planning; Personal Tax Planning; Professional Designation; Renting is Better Than Buying; Retirement Planning; Retirement Savings; Risk Management; Standards Council; Student Loan Consolidation; Succession Plan; Wealth Management; Wills.


Expertise: Established 1995; 15 employees; we licence the use of the Certified Financial Planner credential in Canada, of which there are over 17,000 nationwide. We can provide senior spokes people from our office or practicing CFP professionals as “experts” to comment on issues related to personal financial planning.

Mandate: Financial Planners Standards Council (FPSC) is a not-for-profit organization incorporated in 1995. The FPSC awards an internationally recognized designation "Certified Financial Planner" or "CFP" to financial planners who meet the FPSC's requirements. The FPSC works to benefit and protect the public by establishing uniform standards of education, experience, examination and ethics for financial planning practitioners.

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2007
June 21, 2007: FPSC Board of Directors Welcomes New Members
June 6, 2007: Alastair Rickard Chosen as 2007 Donald J. Johnston Award Recipien
May 14, 2007: Cary List Appointed President & CEO of FPSC
February 19, 2007: "SPEAKING OF MONEY" FPSC Launches Public Service Financial Planning Seminars
February 5, 2007: Teach Kids Financial Fitness
January 24, 2007: Indonesian Foundation Awarded Exclusive Rights to Administer CFP® Certification Program in World's Fourth Most Populous Country
January 7, 2007: FPSC Announces November 2006 CFP® Examination Results - January 7, 2007

2006
December 5, 2006: FPSC Further Defines the Financial Planning Profession: New CFP® Professional Competency Profile Now Published
November 7, 2006: CFP Professionals Available for Comment and Expertise "RRSP Season" and Year-Round Editorial
October 2,3 2006: FPSC Calls For Nominations For 2007 Don Johnston Award
October 17, 2006: FPSC Report on Disciplinary Action
July 6, 2006: FPSC Announces June 2006 CFP Examination Results
June 26, 2006: Beijing Group Awarded Exclusive Rights to Administer CFP Certification Program in People's Republic of China
June 6, 2006: Love is in the Air — Again!
May 23, 2006: 2006 Donald J. Johnston Award Results in $10,000 Gift to Youth in Motion
May 9, 2006: Mother/Father's Day, Financial Planning Story Ideas
April 18, 2006: Spring into Financial Fitness!
February 15, 2006: CFP Brand Ambassadors Participate in 3rd Season of Talk Radio Campaign
February 13, 2006: RRSP Deadline Looming…Got Questions? We Have Answers!
February 8, 2006: Is the Retirement Landscape Changing?
January 27, 2006: FPSC Establishes Award For Outstanding Contribution to Profession of Financial Planning IN Canada; FPSC Marks Ten Year Anniversary of CFP® Certification in Canada
January 10, 2006: FPSC Announces November 2005 CFP Examination Results

2005
December 1, 2005: RRSP & Financial Planning Experts Available
October 18, 2005: FPSC Ramps up Youth Financial Planning Educational Resources
October 12, 2005: Canadians Still Hold Misconceptions About Financial Planning
September 26, 2005: New CFP® Ad Campaign Borrows Words of Wisdom from the Rich and Famous
August 23, 2005: Winnipeg Financial Planner Elected Chair of Financial Planners Standards Council (FPSC); Back to school so soon…. Are you ready?
July 26, 2005: Elmira Financial Planner Earns Spot on President's List for Top Marks on Certified Financial Planner™ Exam -
June 8, 2005: Love is in the Air! New Couples Saying "I Do" Should Talk to a Financial Planner Before They Tie the Knot
May 24, 2005: FPSC Launches New Resource to Assist CFP Professionals Write Engagement Letters That Comply With Practice Standards
April 19, 2005: The Sounds of Spring - and Tax Season; Expecting a refund?; RRSP Foreign Content Limit; Estate Planning - Much More Than Simply Having a Will; The Early Bird Catches the Worm - So Does the Young Investor!
February 16, 2005: FPSC Expands CFP Brand Ambassador Radio Campaign to Seven Markets
February 16, 2005: Money Talks. Are You Listening?
January 11, 2005: FPSC Announces November 2004 CFP Examination Results
January 5, 2005: Is Financial Fitness One of Your New Year's Resolutions

2004
December 2, 2004: Official Launch of International CFPT Certification
Standards-Setting Body
December 1, 2004: Last Minute December Tax-Saving Strategies
November 16, 2004: RRSP & Financial Planning Experts Available
October 28, 2004: Focus On Your Finances Makes Cents!
August 18, 2004: CFPT Professionals Available For Interviews On
Back-To-School Financial Planning Issues
July 20, 2004: FPSC Announces June 2004 CFP Examination Results
April 27, 2004: New Financial Planning Tool Kit Makes Cents!
April 16, 2004: FPSC Launches Learning Centre
February 24, 2004: CFP Professionals Available to Discuss Financial
Planning Implications of New CMHC Rule
February 11, 2004: CFP Professionals Available to Answer Last-Minute RRSP
Questions
February 9, 2004: FPSC'S CFP Brand Ambassador Campaign Makes Its Mark
During Competitive RRSP Season
January 13, 2004: Tune In and Tune Up Your Financial Plans
January 5, 2004: FPSC Announces November 2003 CFP Examination Results

2003
July 9, 2003: FPSC Announces June 2003 CFP Examination Results
June 5, 2003: Pension Plans in Peril? Is Your Retirement Plan Safe?
May 7, 2003: What Will You Do With Your Tax Refund?
April 1, 2003: April is Investment Education Month

updated: July 31, 2007