Additional Resources

Learn more about FP Canada with the resources below, including our fee schedule, 2018 Year in Review, financial statements and more.

 

FP Canada Fee Schedule

View a complete list of FP Canada fees including fees related to certification, examinations, education, and other products and services.

View FP Canada Fee Schedule

 

FP Canada's ( formerly FPSC ) 2018 Year in Review

In the fall of 2018, we announced big news about our future. Effective April 1, 2019, FPSC will undergo a renaming, rebranding and expansion of scope to become FP Canada.
Read more about the exciting milestones for FPSC in 2018.

 

Financial Statements

View our latest summary financial statement for the year ended March 31, 2019 or view previous annual reports for each fiscal year shown below.

 

Public Policy Submissions

We invite you to review our policy submissions below and share feedback by emailing publicpolicy@fpcanada.ca.

 

Response to Proposed Amendments to NI 81-105 – Mutual Fund Sales Practices

Submission to the Canadian Securities Administrators

December 2018

View Submission

 

Response to CSA Client Focused Reforms

Submission to the Canadian Securities Administrators

November 2018

View Submission

 

Response to MFDA Bulletin 0748-P

Submission to the Mutual Fund Dealers Association of Canada

July 2018

View Submission

 

Response to MFDA Bulletin #0743-P

Continuing Education Requirements

Submission to the Mutual Fund Dealers Association of Canada

June 2018

View Submission

 

Response to the OSC 2018-2019 Statement of Priorities

Submission to the Ontario Securities Commission

May 2018

View Submission

 

Response to the Consultation Paper on Regulation of Financial Planners

Submission to the Ontario Ministry of Finance

April 2018

View Submission

 

Response to CSA Consultation Paper 81-408

Consultation on the Option of Discontinuing Embedded Commissions

Submission to the Canadian Securities Administrators

June 2017

View Submission

 

Response to MFDA Bulletin #0711-P

Request for Comments on the Development of Continuing Education Requirements

Submission to the Mutual Fund Dealers Association of Canada

April 2017

View Submission

 

Submission on Proposed Amendments to MFDA Rule 1.2.5

Misleading Business Titles Prohibited

Submission to the Mutual Fund Dealers Association of Canada

January 2017

View Submission

 

Submission on Consultation Paper 33-404

Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward Their Clients

Submission to the Canadian Securities Administrators

September 2016

View Submission

 

Submission on Consultation on Financial Advisory and Financial Planning Policy Alternatives

Submission to Ontario's Expert Committee

June 2016

View Submission

 

Remarks to Consider Financial Advisory and Financial Planning Policy Alternatives

Remarks to Expert Committee

May 2016

View Submission

 

MFDA Bulletin #0656-P

Consultation Paper on Standards for Use of the Title "Financial Planner"

Submission to MFDA

December 2015

View Submission

 

Submission on Consultation on Financial Advisory and Financial Planning Policy Alternatives

Submission to Ontario's Expert Committee

September 2015

View Submission

 

Presentation to the Standing Committee on Finance and Economic Affairs on Bill 91

Building Ontario Up Act, 2015

Remarks to Ontario Ministry of Finance

May 2015

View Submission

 

Submission on Consultation 81-324

Mutual Fund Classifications

Submission to the Canadian Securities Administrators

March 2014

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Towards Official Recognition of the Financial Planning Profession

Coalition Submission to the Ontario Ministry of Finance

February 2014

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Investigating the Merits of More Tailored Regulation of Financial Planning In Ontario

Remarks to Ontario Ministry of Finance

January 2014

View Submission

 

Q&A Regarding FPSC Submission on Third-Party Compensation

Submission to the Canadian Securities Administrators

July 2013

View Submission

 

Submission on Consultation 81-407 – Mutual Fund Fees

Submission to Canadian Securities Administrators

April 2013

View Submission

 

Submission on Bill C-28: An Act to amend the Financial Consumer Agency of Canada

Submission to the Senate Committee on Banking, Trade and Commerce

February 2013

View Submission

 

Submission on FSCO’s 2012 Statement of Priorities and Strategic Directions

Submission to Financial Services Commission of Ontario

June 2012

View Submission

 

Comments on the 2012/2013 Ontario Securities Submission Statement of Priorities

Submission to the Ontario Securities Commission

May 2012

View Submission

 

Pooled Retirement Pension Plan Submission

Submission to the federal government

February 2012

View Submission