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
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