Home

Welcome to the first integrated Annual Report of FP Canada™, our new identity as of last April when we launched our new structure, with its two divisions, the FP Canada Institute™ and the FP Canada Standards Council™.

This Report is in the spirit of that renewal and reflects the reinvigoration of our organization during 2019-2020.

Explore this site to learn more about the past year.

A national professional body working in the public interest, FP Canada is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.

A Joint Message From Our CEO & Chair

KEY ACHIEVEMENTS

Smooth transition to operating as FP Canada with its two new divisions, the successful result of extensive branding and modified governance and operating structures

Redesign of the Certified Financial Planner^® certification program to meet the evolving needs and expectations of consumers

Launch of the Qualified Associate Financial Planner™ certification on January 1, 2020. There are already more than 4,300 QAFP™ professionals in Canada

First educational offerings from the new FP Canada Institute to help planners develop essential professional and human behavioural skills, part of the redesigned CFP^® certification program

Record numbers of candidates challenged QAFP or CFP certification exams in 2019-20; a total of 3,181 candidates, up more than 50% from the previous year

Prompt response to the challenges of the global COVID-19 pandemic, with support for students, certificants and consumers, including new customized online resources

Official agreement with the Institut québécois de planification financière (IQPF) as a proud partner of FP Canada, laying the groundwork to establish a unified, Canada-wide financial planning profession with a strong coordinated voice, a national strategy and unified standards.

POLICY LEADERSHIP

Advocating for stringent proficiency and ethics requirements for everyone who calls themselves financial planners is an FP Canada priority. In 2019-2020, there was significant success on the policy front, with new titling legislation for financial planners passed in two provinces and FP Canada is in active discussions with other provinces:

Ontario — Financial Professionals Title Protection Act
Saskatchewan — Financial Planners and Financial Advisors Act

This legislation increases consumer protection and provides clarity for consumers about who to approach for ethical, knowledgeable financial advice.

ADVANCING PROFESSIONAL FINANCIAL PLANNING FOR

EXECUTIVE LEADERSHIP

Cary List, FCPA, FCA, CFP^®
President & CEO

Hillary Dawson, ICD.D.
Chief Brand Officer

Tom Hamza, MBA
Executive Director, Learning, Development & Innovation
Head of the FP Canada Institute

Damienne Lebrun-Reid, LL.B.
Executive Director, Standards & Certification
Head of the FP Canada Standards Council

Joanna Tukums, CPA, CA
Chief Operating Officer
Corporate Secretary

Joan Yudelson, MBA, CFP^®, CTDP
Vice President, Professional Practice
Executive Director, FP Canada Research Foundation

BOARD OF DIRECTORS

Brett Millard, CFP^® Chair Kelowna, BC	Martin Dupras, Pl. Fin. Vice Chair Montreal, QC	Dan Busi, CFP^® Calgary, AB
François Durocher, CFP^® Montreal, QC	Carolyn Fallis, CFP^® Toronto, ON	Yves L. Giroux, Pl. Fin. Toronto, ON
Ronald P. Harvey, CFP^® Ottawa, ON	Pat Macdonald Toronto, ON	Pierre Piché Montreal, QC
Peter Shena Toronto, ON	David Wild Regina, SK