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
 

Shannon Bernstein, CFP

Committee/Panel Position(s)

Chair, CFP Examination Panel

Employer

MD Management Ltd.
Kitchener, ON

Shannon got his start in the financial services industry as a student at the University of Waterloo, when he got a part-time job at his local bank branch. More than two decades later, Shannon has completed his CFP designation, as well as his CIM, FMA and FCSI designations. Shannon now works exclusively with physicians and their families, building and implementing full financial plans. As a volunteer with FP Canada, he learns from amazing planners from across Canada, which helps him strengthen the planning he brings to his clients every day. Working with his clients and knowing that he has the skills and knowledge to help them achieve their goals and dream is what Shannon loves about his career

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