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 focuses on complex case consultation within EFPS, with special attention to Canadian business owners, trusts and estate planning. Paul uses his experience as a practicing lawyer to develop practical solutions with a goal of ensuring clients understand how to meet their objectives tax efficiently.

Prior to joining Sun Life Financial, Paul was a practicing lawyer with a focus on estate planning, trusts, corporate structures and reorganizations. Paul is the former President of the Halifax Estate Planning Council, member of the Nova Scotia Barristers' Society and volunteers regularly with the FP Canada.

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