About FP Canada™

Commitment to ESG Principles

FP Canada is committed to advancing its mission through strong environmental, social, and governance (ESG) practices that reflect accountability, sustainability, and public interest.

Our environmental commitments focus on reducing our carbon footprint by prioritizing hybrid/virtual formats, digital-first practices to reduce paper use, and sustainability in our operations.

Socially, we strive to foster an inclusive profession and workplace while expanding access to financial planning and promoting financial wellness for all Canadians.

In governance, we emphasize ethical leadership, diversity, transparency, and robust oversight to ensure integrity, fairness, and trust.

ESG statement of principles and commitment

Commitment to Accessibility

FP Canada is committed to ensuring equal access and participation for people with disabilities. We are committed to treating people with disabilities in a way that allows them to maintain their dignity and independence. We believe in integration and we are committed to meeting the needs of people with disabilities in a timely manner. We will do so by removing and preventing barriers to accessibility and meeting our accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005 and Ontario’s accessibility laws.

Accessibility policy

Commitment to Diversity, Equity and Inclusion

FP Canada believes in the value that comes from different perspectives and experiences. We are committed to pursuing diversity, equity and inclusion within the organization and across the broader financial planning profession. We monitor regularly and report annually on our progress in these areas.

Governance: To demonstrate FP Canada’s commitment to diversity, equity and inclusion, in June 2023, FP Canada joined the 50-30 Challenge; an initiative co-created by the Government of Canada, civil society and the private sector that aims to attain gender parity (50%) and significant representation of members of other equity deserving groups (at least 30%) on Canadian Boards and/or in senior management in order to build a more diverse, inclusive, and vibrant economic future for Canadians. Participating organizations agree to voluntarily take action towards achieving meaningful and substantive improvements in supporting diversity and inclusion within their organization.

Organization: FP Canada is committed to fostering a workplace that celebrates diversity, promotes equity, and embraces inclusion. We believe that creating an inclusive and diverse environment is crucial for driving innovation, enhancing productivity, and cultivating a strong and cohesive community.

Financial Planning Profession: IMAGINE 2030 is FP Canada’s vision for a future in which all Canadians have access to professional financial planning that supports their diverse needs. As part of this vision, FP Canada is committed to working with partners across the financial planning profession to improve diversity, equity, and inclusion in the profession for the benefit of all Canadians.

IMAGINE 2030 

Commitment to impartiality

FP Canada’s Executive Leadership Team and entire staff are committed to ensuring impartiality and objectivity in all our activities, including certification, education and professional oversight. FP Canada undertakes to act impartially in relation to its students, candidates, certificants and all other stakeholders, and all of FP Canada’s policies and procedures are designed to be fair and consistent. FP Canada identifies and assesses risks that may result in a conflict of interest or pose a threat to impartiality.

FP Canada employees, volunteers and contractors also acknowledge the importance of impartiality and the consideration of any potential conflict of interest in carrying out their activities, including certification and education. Conflicts of interest and objectivity are addressed through a strong governance structure, comprehensive policies and procedures and binding agreements to ensure that all activities are conducted in an independent and impartial manner.

Commitment to quality

FP Canada is committed to quality outcomes, continual improvement, and maintaining an effective quality management system as we strive to achieve our purpose, mandate and organizational priorities. This commitment will be achieved by:

• External stakeholder engagement
• Consultative and informed data-driven decision-making
• Measuring outcomes and making changes, including quality objectives as appropriate
• Timely and effective internal and external communications
• Commitment to ensuring competent and professional employees, contractors, and volunteers
• Robust IT infrastructure
• Promoting risk-based thinking
• Proactive management of information security and privacy risk
• Balancing quality, time invested, and resources