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CFP® professionals and QAFP™ professionals have the knowledge, skills, experience and professional ethics to meet the financial planning needs of Canadians and help them achieve financial well-being.


A key FP Canada™ goal is to increase the number of financial planners to meet the financial planning needs of all Canadians.

2021 achievements include:

  • Your Career in Financial Planning, a new program to help aspiring financial planners envision their future as professional planners, with “day-in-the-life” accounts from CFP professionals and QAFP professionals (see a sample video here)
  • A new Educator Toolkit to help educators communicate the value of a career in financial planning and promote their FP Canada-approved courses leading to FP Canada’s financial planning certifications
  • Approval of new post-secondary education programs and courses leading to financial planning careers at McMaster University and Conestoga College


2,130 CFP exam candidates 73% online proctored 27% in person
983 QAFP exam candidates 83% online proctored 17% in person




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FP Canada continued to raise Canadians’ awareness about the value of professional financial planning. Resources include:

  • Media Ambassador Program – professional financial planners participate in media interviews to help Canadians learn about the benefits of working with CFP professionals and QAFP professionals
  • Consumer articles created by Media Ambassadors, published on Financial Planning for Canadians website
  • Find a Planner Tool– to locate a professional financial planner or verify a planner’s certification status
  • Social media– news updates and information

  • linkedin     twitter    facebook



Consumer research

Consumer research provides insights on the benefits of financial planning.

  • The 2021 Financial Stress Index found that even in the middle of the pandemic, Canadians who worked with a professional financial planner were far less likely to cite money as their top concern (23% vs. 39%)


FP Canada supports professional financial planners to enhance their practice by developing new education programs, tools and other resources to meet emerging needs, and through ongoing collaboration with its industry partners and other stakeholders.

  • New CFP Professional and QAFP Professional Toolkits with resources for planners to promote their professional designation, strengthen their practice and support their clients
  • Collaboration with partners in the profession, including the Financial Standards Planning Board and the Institut québécois de planification financière
  • Engagement with industry to support planners and promote professional financial planning



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FP Canada’s 2021 Financial Planning Conference during Financial Planning Week was a huge success. A record number of professional financial planners, industry leaders, regulators and educators logged into the comprehensive virtual conference from across the country.
  • 1,942 attendees – highest attendance ever
  • 12% increase in ticket sales
  • 54% increase in repeat attendees
  • 95% of attendees said they will attend again


This prestigious list honours CFP exam candidates with the highest scores across Canada.

May 2021 CFP Exam

Jacob Toll 1st place

Jacob Toll

London, ON
1st Place

Kimberley Priebe 2nd place

Kimberley Priebe

Victoria, BC
2nd Place

John Hunt 3rd place

John Hunt

Vancouver, BC
3rd Place


October 2021 CFP Exam


Matthew Kaustinen 1st place

Matthew Kaustinen

Thunder Bay, ON
1st Place

Christian Battistelli 2nd place

Christian Battistelli

Markham, ON
2nd Place

Andrea LaPointe 3rd place

Andrea LaPointe

Victoria, BC
3rd Place (tie)

Leon Chan 3rd place

Leon Chan

Richmond, BC
3rd Place (tie)


February 2022 CFP Exam


ShannonLamont 1st place

Shannon Lamont

Guelph, ON
1st Place

ScottSwinkels 2nd place

Scott Swinkels

Victoria, BC
2nd Place

JingweiSun 3rd place

Jingwei Raina Sun

Welland, ON
3rd Place




The Award of Merit recognizes QAFP exam candidates with the highest scores across Canada.


May 2021 QAFP Exam


MichaelLiu QAFP Award of Merit recipient

Michael Liu

New Westminster, BC
1st Place

Scott Braun QAFP Award of Merit 2nd place recipient

Scott Braun

Winnipeg, MB
2nd Place

Nathan Phillips QAFP Award of Merit recipient

Nathan Phillips

Orleans, ON
3rd place


October 2021 QAFP Exam


Alfred Archambault QAFP Award of Merit recipient

Alfred Archambault

Killarney, MB
1st Place

Robert Hopkins QAFP Award of Merit recipient

Robert Hopkins

Oakville, ON
2nd Place

Rich Hartlen QAFP Award of Merit recipient

Rich Hartlen

Abbotsford, BC
3rd Place (tie)

Darryl Strum QAFP Award of Merit recipient

Darryl Strum

Niagara Falls, ON
3rd Place (tie)


February 2022 QAFP Exam


John Baynham QAFP Award of Merit recipient

John Baynham

Ajax, ON
1st Place

Amerigo TinorQAFP Award of Merit recipient

Amerigo Tinor

Grande Prairie, AB
2nd Place

Vincent Pearson QAFP Award of Merit recipient

Vincent Pearson

Calmar, AB
3rd Place (tie)

Kjol Bjordal QAFP Award of Merit recipient

Kjol Bjordal

Cranbrook, BC
3rd Place (tie)








Cary List 2021 Donald J. Johnston Lifetime Achievement Award recipient

Cary List, CFP®



Cary List, CFP, FP Canada™ Fellow, was awarded the prestigious Donald J. Johnston Lifetime Achievement Award, FP Canada’s highest honour. The award, named after the late Donald J. Johnston, who led FP Canada’s predecessor organization, recognizes individuals who have made significant contributions with lasting impact to the financial planning profession in Canada.

Mr. List, a champion of financial planning as a key determinant in the financial well-being of Canadians, retired from FP Canada as President & CEO in 2021, after 15 years in that role. He led FP Canada’s major growth in size and stature, including the transition from Financial Planning Standards Council to FP Canada. He also led the creation of the FP Canada Institute™, the redesign of the CFP certification and education program, and the development of QAFP certification to make financial planning more accessible for all Canadians.


Lesley Poole, CFP, was awarded the FP Canada Fellow distinction which recognizes individuals who have made significant contributions to advance professional financial planning in Canada.

Ms. Poole, who is the President of Next Chapter Financial Planning and Transition coaching, has worked for over 40 years as a financial planner. She has also managed teams of financial planners for CIBC and HSBC. Ms. Poole has been a volunteer with FP Canada since 2014. She is the current Chair of the FP Canada Standards Council™ Standards Panel. She has also provided support for exam development and contributed to the development of the FP Canada Institute Professional Education Program’s Advanced Certificate in 3H Financial Planning™.






Lesley Poole, FP Canada Fellow. She is smiling and looking right at the camera

Lesley Poole, CFP®


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The FP Canada Research Foundation™ is an independent registered charity dedicated to funding financial planning research to enhance the well-being of all Canadians. The Foundation funds, promotes and disseminates research to financial planners to enhance their practice, as well as to academic partners and consumers.


The Foundation provides funding for:

  1. technical research that examines current practices in financial planning and provides evidence for financial planning strategies and decision-making models to help financial planners provide informed and effective advice to their clients
  2. behavioural research that examines the impact of human behaviour on effective financial planning
  3. societal research that examines the benefits of financial planning for society as a whole.