CFP Examination

The next sitting of Financial Planners Standards Council's (FPSC) Certified Financial Planner™ (CFP™) Examination will be on Saturday, November 17, 2007. The final registration deadline is October 17, 2007.

You probably know that The Canadian Institute of Chartered Accountants is a partner organization of the Financial Planners Standards Council (FPSC) that confers the CERTIFIED FINANCIAL PLANNER™ (CFP™)designation to qualifying individuals. But, did you know that CAs with three years of relevant experience may qualify to write the CFP(tm) Examination without having to meet additional educational requirements?

Qualifying through the FPSC Approved Prior Credential Policy for the CFP Examination, means CAs can earn the internationally recognized gold standard in Financial Planning - adding yet more credibility, marketability and breadth to their professional practices - sooner than they might have thought.
 
Visit www.cfp-ca.org in the CFP™ Candidates section under Approved Prior Credentials Policy or use this hyperlink to get the details of this important career path for your members.

Holders of certain degrees and/or professional designations are permitted to apply to write the PPE without formally completing further educational courses provided that they have a minimum of three years financial planning-related work experience and satisfy the following criteria:

You must have one of the following degrees/professional designations approved by the FPSC Board of Directors:

• Professional accountants (CA, CGA, CMA)
• Chartered Financial Analyst (CFA)
• Chartered Life Underwriter (CLU)
• Members of provincial law societies
• PhDs in finance, business or economics

You can now register for the CFP Examination through FPSC Online Services,

For further registration information please call 1.800.305.9886 or by email at examination@cfp-ca.org.