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E-Blast News

  October 1, 2004

Table of Contents

1. Feature Article of the Month
2. Call for Volunteers - Disciplinary Hearing Panel
3. Latest Draft of Financial Planning Practice Standards Now Available
4. Ordering Brochures
5. New CE Policy
6. New Online Poll Questions
7. Guide to CFP Licensing and Marks Use Now Available
8. June 2004 President's List
9. 2004 Advisors of the Year
10. CFP Professionals are in Demand
11. Upcoming Advertisements
12. Conferences & Seminars

1. Feature Article of the Month

We told you it was coming. Now we're ready to get it off the ground. We're expanding the online Learning Centre to include a Feature Article of the Month. The Learning Centre already holds numerous articles written by CFP professionals, but starting in November we will highlight one feature article a month. It will be posted on the website in a prominent position and the author of the featured article will be rewarded with a cash prize of $500.

1. FPSC will request articles on specific topics based on what is lacking on the Learning Centre and on the recommendations from our editorial advisory committee.
2. We'll put out a call for two articles in each E-Blast News (every two months).
3. Articles should be from 500 to 750 words.
4. The advisory committee will vet submissions:
   • Decide if the articles are helpful to our website browsers
     • Meet their information needs
     • Are timely
     • Are relevant
     • Demonstrate the breadth and depth of the knowledge and skills of CFP professionals
   • Decide which articles will be featured each month.
5. We'll post selected feature articles in a prominent position.
6. We'll add articles not selected to be featured but chosen for publication to the appropriate Learning Centre section.
7. We'll award the author of each article selected for the Feature of the Month a $500 cash prize.
8. We'll review all articles submitted to Blake Glendenning at bglendenning@cfp-ca.org by the 15th of the month for consideration as the feature article for the following month.

Here are the topics for the next couple of months:

For the November Feature - General Retirement Planning - due by October 15
For the December Feature - Budgeting - due by November 15

If you would like to be part of the editorial advisory committee, contact Blake at the above address.

We will accept article submissions at any time but they may not be eligible for the Feature of the Month.

The Learning Centre is an online resource for consumers. Organized by topic, it contains articles, a digest of books and links.

FPSC is continuing its call for qualified CFP professionals to serve as members of Hearing Panels as prescribed by FPSC's Disciplinary Rules & Procedures.

Hearing Panels are responsible for reviewing charges prepared by FPSC's Director - Ethics, Legal & Regulatory Affairs against CFP professionals that have allegedly breached FPSC's Code of Ethics, or in the case of CFP Examination candidates, that have allegedly engaged in misconduct during the CFP Examination process.

Hearing Panel volunteers should have an understanding of FPSC's Code of Ethics. In addition, volunteers must complete a detailed Conflict of Interest Questionnaire and sign a Confidentiality Statement prior to service and be prepared to discuss issues and make informed decisions at hearings.

Those interested in this opportunity should send an updated resume and cover letter to Heather Terrence at hterrence@cfp-ca.org.

Please note that FPSC requires national volunteer representation, as hearings will be held across Canada.

For more information, please call Heather Terrence at 416.593.8587 x231 (toll-free 1.800.305.9886 x231) or by e-mail at hterrence@cfp-ca.org.

The final draft of the CFP Financial Planning Practice Standards is now available for viewing on the FPSC website. The comment deadline is October 31, 2004.

Once final comments have been received and reviewed, we'll release the final Standards in January 2005, for phase-in during the 2005/2006 licence year.

To view the latest draft of the Practice Standards, visit the FPSC website.

We recently made changes to our Marketing Materials Order Form to reflect the different sales tax rates in all the provinces and territories. As of October 1, we will no longer accept any order requests received on the old form. Here are the items available and their current prices:

Financial Planning Step by Step (50 per pack)

Take the Next Step (50 per pack)

Greeting Cards with envelopes (100 per pack, 25 cards each of four)

Poetry Magnets (25 per pack)

Visit Our Marketing Support for more information and to download the new Marketing Materials Order Form.

For more information regarding this new CE policy (and all CE Policies), please visit the FPSC website.

Making sure that a CFP professional is current in maintaining all his/her licensing requirements and that everyone is using the CFP marks in an authorized and appropriate way is important. Included in the Fall 2004 FPSC Bulletin is a Guide to CFP Licensing and Marks Use. If there is someone in your organization who should have a copy of this Guide, let us know. Contact Liz Ptak at lptak@cfp-ca.org. It is also available electronically on our website in the Resources section.

9. 2004 Advisors of the Year

Once again, CFP professionals come out on top earning the Advisor.ca, Advisor's Edge and Objectif Conseiller 2004 Advisor of the Year Awards. This year's winners are: Derek Moran, CFP, of MacDonald, Shymko Consulting in Kelowna, BC; Bruce Cumming, CFP, of Cumming & Cumming Wealth Management in Oakville, ON; and the team of Cam McIntosh, CFP, Rod Burylo and Dave Appleton, CFP, of Canadian Retiring Abroad in Calgary, AB.

Honourable mentions go to: Les McDermott, CFP, of Assante Capital Management in Sarnia, ON; Rob Redloff, CFP, of Invest-a-Flex Financial Strategies in Vancouver, BC; Erika Penner, CFP, of Performa Financial Group in Richmond, BC; Johathan Flawn, CFP, of Page and Associates in Richmond Hill, ON; and Mark Lajambe of The Lajambe Group in Sault Ste. Marie, ON.

Congratulations one and all! We will soon contact all the CFP professionals mentioned to get their pictures and biographies added to the FPSC website.

In a recent search for "CFP" on the Workopolis.ca website, more than 160 positions were found. A scan through the positions revealed that CFP can mean other things outside of this industry, but of the 167 positions advertised the day we looked, 165 were looking for the Certified Financial Planner designation.

To see all 13 CFP ads running in national lifestyle and business magazines, visit http://www.cfp-ca.org/licensees/licensees_ouradvertising.asp.

12. Conferences & Seminars

Following are upcoming conferences and seminars scheduled for October and November. To see more details or to find an event being held at a later date, visit the Event and Seminar Calendar on the FPSC website. The calendar is updated regularly.

CAPP 25th National Conference
Sheraton Fallsview Hotel
Niagara Falls, Ontario
September 30-October 3

Alternative Investment Strategy Forum
Presented by the Strategy Institute
Toronto, ON
September 30-October 1

Peel Institute of Applied Finance Symposia 2004
Executive Airport Plaza Hotel & Conference Centre
Vancouver, BC
October 1

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Park Hyatt
Toronto, ON
October 4

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Sheraton Centre
Toronto, ON
October 5

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Sheraton Parkway Toronto North
Toronto, ON
October 6

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Wyndham Bristol Place Hotel
Toronto, ON
October 7

Alternative Investments for Institutional Investors Forum
Presented by the Strategy Institute
Montreal, QC (Venue TBA)
October 7-8

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Hyatt Regency
Calgary, AB
October 12

Ten Star 2004 Fall Road Show
Hilton Vancouver Metrotown
Vancouver, BC
October 12

Financial Planning Software Seminar
Presented by CCH Canadian Ltd.
Hyatt Regency
Vancouver, BC
October 13

Ten Star 2004 Fall Road Show
Best Western Hospitality Inn
Calgary, AB
October 13

Ten Star 2004 Fall Road Show
Holiday Inn Airport West
Winnipeg, MB
October 13

Advisor Forum 2004
World Trade and Convention Centre
Halifax, NS
October 18-19

Ten Star 2004 Fall Road Show
Novotel
Mississauga, ON
October 19

Ten Star 2004 Fall Road Show
Sheraton Parkway North
Richmond Hill, ON
October 20

LOMA - Life Insurance Institute of Canada seminars
Sheraton Centre Hotel
Toronto, ON
October 25-28

National Registrant Regulation Priorities
Presented by the Strategy Institute
Marriot Courtyard
Toronto, ON
October 26-27

IDA Regional Dealers Conference
The Old Mill Inn
Toronto, ON
October 29

Dialogue with the OSC
Metro Toronto Convention Centre
Toronto, ON
November 1

IFB Fall Summit
Toronto Congress Centre
Toronto, ON
November 2-3

FS4TORONTO Roundtable Financial Services Conference
Metro Toronto Convention Centre
Toronto, ON
November 8-9

Advisor Forum 2004
Roundup Centre
Calgary, AB
November 9-10

HNW Hedge Funds for Financial Advisors, Planners & Brokers
Venue TBA
Toronto, ON
November 18

Advisor Forum 2004
Vancouver Trade and Exhibition Centre
Vancouver, BC
November 22-23