Professional Designations
 Certified Financial Planner, CFP. The Certified Financial Planner (CFP) designation is an internationally recognized financial planning designation which is becoming widely regarded as the world standard for financial planning accreditation. Your financial planner should be knowledgeable about every aspect of financial planning, including investments, taxation, insurance, retirement and estate planning, among others.
 Certified Seniors Advisor, CSA. A Certified Seniors Advisor (CSA) is a professional dedicated to providing the highest quality of service possible to Boomer and Senior clients. A CSA must study and achieve 75% or higher on a certification exam to demonstrate that they understand the basic processes of aging, and how these processes influence the health, social and financial considerations of mature Canadians.
Registered Health Underwriter, RHU. A Registered Health Underwriter (RHU) is an insurance advisor with advanced knowledge in disability insurance and health benefits. An advisor with an RHU has acquired the knowledge to offer advice on individual disability income insurance needs.
Why is it important to deal with a CFP professional?
Individuals who wish to attain the CFP designation must meet education, examination, experience and ethical requirements set by FPSC. These requirements are more fully outlined below:
Education: Successful completion of an approved educational program. Fulfilment of annual continuing education requirements to keep abreast of planning strategies and financial trends.
Experience: A minimum of two years' work experience in a financial planning related position.
Examination: Successful completion of a rigorous examination that covers the financial planning process, income tax planning, retirement planning, estate planning, investment planning, family law, risk management, general principles including the Code of Ethics, and small business applications in financial planning.
Ethics: Adherence to a professional Code of Ethics that requires all CFP professionals to act in an ethical and professionally responsible manner in all professional services and activities.
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