As we celebrate 30 years of advancing professional financial planning, FP Canada is proud to reflect on the journey that has guided us to where we are today, while embracing the opportunities that lie ahead.

The theme of our 30th anniversary, "Honouring our history, shaping our future," highlights the balance between reflecting on the milestones that have led us here and looking forward to the continuing evolution of our goals and vision that will guide us into the future.

Join us for events and opportunities to share in the celebrations

Attend the annual FP Canada Financial Planning Conference virtually from November 17 – 20, 2025, featuring special anniversary programming

Register for the Conference

 

 

Discover our two new awards to recognize people who embody excellence in financial planning

View FP Canada Awards

Donate $30 to support the Canadian Foundation for Financial Planning™ and help make financial wellness more accessible for all Canadians

Donate today

 

 

Stay tuned for details about new scholarships for up to five recipients to study for CFP® certification or QAFP® certification
Coming Soon!


 

Milestones through the Decades

 

2025

2024

2023

  • FP Canada Institute™ launches technical education towards certification from FP Canada certification 
  • Two new competency profiles published: one for CFP certification and one for QAFP certification  

2022

  • FP Canada approved as a credentialing body under title protection framework in Ontario; CFP certification and QAFP certification approved as credentials for the title financial planner 
  • Launch of the Fintellect Initiative in partnership with the Institute of Financial Planning 
  • FP Canada first certified as a Great Place to Work 

2021

  • Tashia Batstone named President and CEO of FP Canada 

2020

  • Qualified Associate Financial Planner™ certification introduced 
  • IMAGINE 2030 established 

2019

  • FP Canada is established 
  • FP Canada Institute™ launches first professional education programs 

2017

  • Financial Planning Body of Knowledge published

2015

  • FPSC and the Institute of Financial Planning publish the Canadian Financial Planning Definitions, Standards and Competencies
  • Consumer-focused website financialplanningforcanadians.ca launches

2012

  • FPSC introduces Continuing Education Approval Program

2011

  • The Fellow of FPSC distinction launches (now known as FP Canada™ Fellow distinction)

2010

  • FPSC receives ISO 17024 accreditation for its CFP certification program

2009

  • Financial Planners Standards Council renamed Financial Planning Standards Council
  • First Financial Planning Week held; Vision 2020 goals established

2007

  • FPSC’s CFP Professional Competency Profile adopted as international standard of competence for CFP professionals worldwide

2006

  • CFP Professional Competency Profile published outlining necessities for CFP professionals planning for clients
  • Donald J. Johnston retires and Lifetime Achievement Award in Financial Planning established in his name
  • Cary List named FPSC’s President and CEO

2005

  • Financial Planning Research Foundation created

2004

  • Financial Planning Standards Board established; acquires ownership of CFP certification marks outside the United States

1998

  • FPSCC becomes the Financial Planners Standards Council (FPSC)

1997

  • Over 200 CFP certification candidates write the first made-in-Canada CFP exam

1996

  • FPSCC enters into agreement with the Certified Financial Planner Board of Standards, becoming licensed to offer CFP® certification in Canada

1995

  • Donald J. Johnston becomes President and CEO of the Financial Planners Standards Council of Canada (FPSCC)