Volunteer Opportunities

Each year, more than 300 CFP® professionals and FPSC Level 1® certificants generously volunteer their expertise and passion to a wide range of important activities in support of FP Canada’s work in the public interest.

Benefits of Volunteering

  • Help shape the evolution of the financial planning profession
  • Give back to the profession
  • Expand your knowledge and experience
  • Network and collaborate with other professionals
  • Earn continuing education (CE) credits

 

Current Opportunities

FP Canada™ is seeking volunteers for a variety of opportunities in support of the organization’s work in the public interest. FP Canada has a range of volunteer positions for CFP professionals, with varying start dates, eligibility requirements and time commitments. To apply for a volunteer position, please complete and submit the FP Canada Volunteer Application by November 22, 2019.

You may also apply directly for the following current volunteer opportunities:

 

Volunteer Groups

FP Canada accomplishes its work hand in hand with the following groups of professionals who generously volunteer their expertise and passion. Select a group to learn more. If you are interested in joining any of these volunteer groups, please contact governance@fpcanada.ca to inquire about opportunities to get involved.


FP Canada

FP Canada's Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to foster better financial health for Canadians by advancing professional financial planning—is realized. The Board is composed of at least 10 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. The Board’s role is to establish the strategic direction for the organization, in conjunction with the President & CEO.

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Career Recruitment Ambassadors visit college and university classrooms and career events across the country to discuss the day-to-day life of a CFP professional and offer a first-hand perspective on a career in financial planning to prospective candidates. Volunteers are added to a roster of available ambassadors that are called on to attend events in their area.

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CFP Professional Media Ambassadors are approached when FP Canada gets requests for media interviews about the specifics of financial planning. Volunteers must be comfortable speaking with the media and need to be available on short notice. Media Ambassadors also provide expertise for content on FP Canada’s website for the Canadian public, FinancialPlanningForCanadians.ca and other consumer-facing platforms.

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Public Policy Ambassadors raise awareness with politicians across Canada about the importance of financial planning and the need to establish appropriate regulatory standards for all those who call themselves “financial planners.” Public Policy Ambassadors do this by meeting with their local MLAs or MPPs, educating them on the vitally important role qualified, professional financial planners play in the lives of their constituents, and explaining to them the lack of–and need for–appropriate regulatory standards for all “financial planners” in Canada.

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FP Canada Standards Council

The Certification Exam Item Writer play a vital role in shaping the next generation of FP Canada certificants. With training and support, item writers research and develop examination questions based on the Competency Profile, and review and provide feedback on questions developed by other item writers on various scenarios and topics. Item-writing workshops are hosted two to three times each year, with each workshop running for four days.

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Available to GTA residents, Certification Mock Exam Writers ensure the validity of the content and development of the FPSC Level 1 examination or the CFP examination. Volunteers write the exams in a mock test environment and, directly following the writing of the exam, are required to provide feedback on exam questions, structure, time provisions, format, exam day-procedures, and more. Sessions are held twice a year, with participation for the FPSC Level 1 exam for a half-day, and the CFP exam for a full day.

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Each June and December, Examination Scorers play a key role in evaluating the knowledge and readiness of the next generation of CFP professionals. Scorers are trained by FP Canada staff and then work within assigned teams of other CFP professionals from across Canada. They rigorously score a specific set of candidate responses in the CFP examination, a competency-based examination comprised largely of constructed-response questions. Each session runs for a five-day period.

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The Standards Panel oversees the standards of the profession including the Competency Profile, Projection Assumption Guidelines and the FP Canada Standards Council Standards of Professional Responsibility. An independent standing committee of the FP Canada Board of Directors composed of public members and financial planners, the panel’s membership reflects significant diversity of experience as well as geographic diversity. The panel convenes three to four times per year, through a combination of in-person and conference call meetings.

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The Conduct Review Panel is an independent panel composed of CFP professionals and members of the public that reviews staff reports and directs the appropriate outcome of complaints against FP Canada certificants, in the public interest. The panel’s membership reflects significant diversity of experience as well as geographic diversity. The panel convenes every two months or as often as necessary, through a combination of in-person and conference call meetings.

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The Hearing Panel Roster is composed of CFP professionals and lawyers with diverse experience and national representation. These professionals—many whom bring compliance or experience in professional discipline—play a critical role in ensuring the integrity of the profession by enforcing the high professional and ethical standards embodied in the FP Canada Standards Council Standards of Professional Responsibility. Members serve on an as-needed basis on Hearing Panels and Appeal Panels and, on average, will serve on between 1 and 10 panels per year.

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FP Canada Institute

As a marker, you’ll work closely with a team of other CFP professionals from across Canada. You’ll score the practice assignments and/or final assessment for the CFP Professional Education Program, QAFP Professional Education Program and/or QAFP-to-CFP Certification Bridge Program. FP Canada staff will train and effectively prepare you to conduct this rigorous and important work.

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As a Part-time Faculty, you will provide support for students working through the programs, in the form of webinar or email responses to course or assignment content. FP Canada staff will provide training and guidance to effectively prepare you for this important role.

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FP Canada Research Foundation

The FP Canada Research Foundation is an independent registered charity that funds, promotes and disseminates research to help financial planners meet the increasingly complex needs of today’s client. Its research priorities include technical and behavioural research geared toward enhancing the practice of financial planning delivered to Canadians and research that reflects the impact of financial planning in the lives of Canadians.

The Board helps to establish the vision, mission, purpose and ends of the FP Canada Research Foundation and has oversight responsibilities for the Research Committee.

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The FP Canada Research Foundation is an independent registered charity that funds, promotes and disseminates research to help financial planners meet the increasingly complex needs of today’s client. Its research priorities include technical and behavioural research geared toward enhancing the practice of financial planning delivered to Canadians and research that reflects the impact of financial planning in the lives of Canadians.

The Research Committee identifies strategic research needs and opportunities and makes recommendations to the Board on high opportunity research projects. As a member of the Research Committee, you’ll contribute to the evolution of financial planning profession through research to help enhance the financial planning practice for the benefit of Canadians.

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Thank You to Our Volunteers

FP Canada’s volunteers have a meaningful impact on the advancement of the financial planning profession. FP Canada is pleased to feature all the names of our current volunteers to recognize them for their significant contributions and ongoing commitment to excellence in the financial planning profession.

    Adrienne Kirsh, Akinwale Thompson, Al Nagy, Albert Pelletier, Alena Thouin, Alfredo Di Somma, Alim Dhanji, Allan Barss, Andrea Thompson, Andrew Gordon, Anthony Visconti, Armand de Kemp, Ashley Bakker, Beatrice Grant, Behnam Behseta, Bernie Geiss, Biljana Manojlovic, Bonnie Naccarato, Brad Speck, Brett Millard, Carol Mitchell, Caroline Dabu, Carolyn Fallis, Caroyln Scott, Carrie Kirkland, Chen Wang, Conrad Seguin, Craig Lilley, Cynthia Kett, Dan Busi, Dan Meilleur, Dan Martonfi, Dan Willet, Dana Mercer-Guest, Daniel Bortolotti, Daniel Laverdiere, Dave Burnie, Dave Wild, Dave Salloum, David Drummond, David Harris, David Johnson, David McGruer, David Muriella, David Phipps, David Russell, David Shuen, Debbie Ammeter, Delilah Dushenski , Delores Moskal, Denis Preston, Diane Koven, Don Fernando, Donna Turner, Dorothy Hagel, Doug Lamb, Elma Boljak, Elyse Pinsonneault, Francois Durocher, Frank Wiginton, Gena Katz, Graeme Martin, Helen Daley, Henry Korenblum, Ian Rea, Ian Wood, Imran Choudhary, Ira Micay, Jacqueline Soong, James Blackwell, James Kraemer, Janice Charko, Jasmina Begovic, Jeanette Brox, Jean-Pierre Gallant, Jeff Cormier, Jeff Lightheart, Jennifer Dong, Jenny Zhu, Jerry Sun, Jim Kraft, Joe Salib, John De Goey, John Hope, John Vermeulen, John Voorhorst, Jonathan Roung, Joshua Brown, June Lee Karen Burns, Kate Li, Kelly Maidens, Kevin Cork, Kevin Gebert, Kim Young, Krista Jensen, Kurt Rosentreter, Larry Wood, Lesley Poole, Linda McIntyre, Lisa Beilman, Lyle MacDougall, Marc Lamontagne, Marc Henein, Marc André Castonguay, Marciel Ramos, Margie Parikh, Mark Halpern Martin Dupras, MaryAnn Kokan-Nyhof, Melissa Brooks, Mia Karmelic Micheal Grange, Michelle Tatham, Mike Thorne, Millie Gormely, Minoo Shah, Mitchell Whiteland, Nathalie Bachand, Neelam Patani, Oleg Bakharev, Orlando Lopez, Pat Macdonald, Paul Way, Paul DeGraaf, Paul Thorne, Peter Andreana, Peter Merrick, Peter Shena, Peter Ficek, Philip Lawrence, Raymond Padua, Rick Wood, Robert An, Robert Tufts, Robin Swinton, Ron Harvey, Ross McShane, Ross Young, Ryan Harder, Sandra Dilworth, Scott Ellison, Scott Holden, Scott Plaskett, Sebastien Skupek, Shannon Bernstein, Stefanie Keller, Sterling Rempel, Stuart Dollar, Sucheta Rajagopal, Susan Baird, Susan Howe, Tanya Herman-Vanthuyne, Teresa Black Hughes, Thomas Feigs, Tim McIntosh, Timothy Bertrand, Timothy Raposo, Tina Tehranchian, Tyler Brack, Tyler Fehr, Tyler Saito, Valérie Chatain-White, Veronique Shanks, Vickie Snow, Warren Hope, Wasiq Saiyid, Wayne Yutman, William Jack, Zaman Sahi, Zeynep Onen.