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
 

R. Paul Thorne, CFP, TEP

Committee/Panel Position(s)

Member, CFP Examination Panel
Member, Standards Panel

Employer

Sun Life Financial
Dartmouth, NS

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently. He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life. 

Prior to joining Sun Life Financial, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation. He is the former President of the Halifax Estate Planning Council and is a member of the Nova Scotia Barristers' Society. Paul has won several awards while continuing to advance his education including First place on the President’s List for highest mark on the CFP exam in Canada in November 2014 and Highest mark on the Taxation of Trusts TEP exam in 2018. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada. 

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