The CFP Exam Panel is comprised of experts in all areas of financial planning, such as retirement planning, risk management and taxation.

The exam panel's purpose is to ensure:

  • the certification exams sufficiently and appropriately assess the competence of candidates for certification by demonstrating the necessary knowledge, skills and abilities
  • individuals who are qualified receive a passing score and individuals who are not qualified receive a failing score
 

Gisele Gherasim, CFP

Committee/Panel Position(s)

Member, CFP Examination Panel

Employer

Brothers & Company
Regina, SK

 

Gisele has worked with Brothers for 23 years and is a partner at the firm. As the firm’s successor, she is poised to continue the legacy of the firm and delivering its highly personalized client experience in decades to come.

Gisele’s passion is comprehensive financial planning. But to her, this has a deeper meaning than just creating retirement, estate, tax, cash-flow, and wealth accumulation plans. To her, it is about knowing everything about her clients, from how they think to what their personalities and preferences are. Most importantly, she seeks to understand their values and the legacy they want to leave behind.

In addition to being a Certified Financial Planner® and a Registered Financial Planner, Gisele also holds the Certified Executor Advisor designation. Gisele volunteers with FP Canada, sitting on an exam panel committee that develops the CFP exam and ensures that it is fair, reliable, valid, and within the accepted measurement standards. Gisele has spoken at numerous industry events on the topics of financial planning, wealth management, and leadership.

 

 

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