FP Canada - Address, activities & membership
Address:
902-375 University Avenue
Toronto, ON M5G 2J5
Canada
Telephone number:
416-593-8587
Ext.
284
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Contact information in previous versions
-
902-375 University Avenue
Toronto, ON M5G 2J5
Canada
Telephone number:
416-593-8587
-
902-375 University Avenue
Toronto, ON M5G 2J5
Canada
Telephone number:
416-593-8587
Description of the organization's activities:
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.
At a high level, FP Canada sets the strategic direction for professional financial planning in Canada. FP Canada also achieves its mandate through two distinct divisions. Through the FP Canada Standards Council™ division, FP Canada establishes financial planning standards and enforces those standards among FP Canada certificants—Qualified Associate Financial Planner™ professionals and Certified Financial Planner® professionals. Through the FP Canada Institute™ division, which is dedicated to elevating the practice of financial planning, FP Canada provides professional education, tools, and resources to help financial planners meet the needs of all Canadians.
FP Canada operates in all provinces except Québec. There are approximately 19,000 professional financial planners in Canada who, through QAFP certification and CFP certification, meet FP Canada’s standards.
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Descriptions of the organization's activity in previous versions:
- A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.
At a high level, FP Canada sets the strategic direction for professional financial planning in Canada. FP Canada also achieves its mandate through two distinct divisions. Through the FP Canada Standards Council™ division, FP Canada establishes financial planning standards and enforces those standards among FP Canada certificants—Qualified Associate Financial Planner™ professionals and Certified Financial Planner® professionals. Through the FP Canada Institute™ division, which is dedicated to elevating the practice of financial planning, FP Canada provides professional education, tools, and resources to help financial planners meet the needs of all Canadians.
FP Canada operates in all provinces except Québec. There are approximately 21,000 professional financial planners in Canada who, through QAFP certification and CFP certification, meet FP Canada’s standards.
- FPSC certifies individuals who have a proven competency in financial planning, and who have agreed to be subject to a code of ethics and a rigorous enforcement system.
Organization's membership or classes of membership:
FP Canada is a not-for-profit professional body; not a membership organization or association.
FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to champion better financial wellness for all Canadians by advancing professional financial planning—is realized.
The Board is composed of 11 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:
Four Certified Financial Planner® professionals;
One Qualified Associate Financial Planner™ professional;
Two public directors;
Two directors-at-large; and
Two financial planners (Pl. Fin.) licensed in the province of Québec.
Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.
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Organization's memberships or classes of memberships in previous versions:
- FP Canada is a not-for-profit professional body; not a membership organization or association.
FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to champion better financial wellness for all Canadians by advancing professional financial planning—is realized.
The Board is composed of 11 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:
Four Certified Financial Planner® professionals;
One Qualified Associate Financial Planner™ professional
Two public directors;
One director-at-large; and
Three financial planners (Pl. Fin.) licensed in the province of Québec.
Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.
- FP Canada is a not-for-profit professional body; not a membership organization or association.
FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to champion better financial wellness for all Canadians by advancing professional financial planning—is realized.
The Board is composed of 12 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:
Four Certified Financial Planner® professionals;
One Qualified Associate Financial Planner™ professional
Two public directors;
Two director-at-large; and
Three financial planners (Pl. Fin.) licensed in the province of Québec.
Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.
- FP Canada is a not-for-profit professional body; not a membership organization or association.
FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to champion better financial wellness for all Canadians by advancing professional financial planning—is realized.
The Board is composed of 11 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:
Five Certified Financial Planner® professionals;
Two public directors;
Two director-at-large; and
Two financial planners (Pl. Fin.) licensed in the province of Québec.
Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.
- As an independent certification body, FPSC certifies selected financial planners across Canada. Many certificants hold multiple licenses and are therefore able to provide services with respect to insurance, mutual funds, securities, mortgages, etc.