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
 

Jacqueline Soong, CFP

Committee/Panel Position(s)

Member, CFP Examination Panel

Employer

Desjardins Financial Security Independent Network
Toronto, ON

Jacqueline started her career right after completing her degree at Queen’s Business School with the desire to help “regular families” manage their finances in an effective way. Having been in the industry for 7 years, and a CFP® professional for 3 years, Jacqueline has developed a passion for empowering women to take control of their financial destiny. With a specialization in insurance and investment planning, and expertise in tax and estate planning, Jacqueline provides her clients with a bird’s eye view of their path toward financial success. Aside from being a number nerd, Jacqueline also enjoys trying new restaurants, travelling and volunteering her time to help better the community.  

Back