FP Canada

I'm pleased to share that I have successfully passed FP Canada's Certified Financial Planner (CFP) exam. January will mark my seventh year in the industry when I first embarked on my pursuit of financial designations. It started with the CIM designation through the Canadian Securities Institute, and then carried on to the CFA program, where I successfully passed the Level I exam but was unfortunately cancelled on twice for the level II exam in 2020 due to the Covid-19 pandemic. Despite a few bumps in the road with my pursuit of the CFA designation, I shifted my focus towards the CFP designation as I relocated to Ottawa to take on the role of District Vice President for Manulife Investment Management. Balancing a full-time job while pursuing the CFP designation and a MBA at the Telfer School of Management through the University of Ottawa has been no easy feat... Over the last seven years I've had to make a lot of sacrifices and remain resilent through the Covid-19 pandemic when it seemed like the world had come to a halt. Calvin Coolidge, 30th President of the United States, said it best: "Persistence and determination alone are omnipotent." When the going gets tough, I always reread this quote I've shared below from the late Calvin Coolidge. Thank you to everyone who has been a part of my journey of continuous learning. It doesn't stop here... I'm only just getting started!

I’m thrilled to share some exciting news: I’ve officially passed the CFP® exam! A special shoutout to my incredible partner Monika, MBA .! From making sure I had quiet study time to being my biggest cheerleader, you were my rock every step of the way. Thank you to my mentors, colleagues, and everyone who offered guidance and encouragement along the way! Here’s to continued growth and making a meaningful impact in financial planning! #CFP #CareerMilestone #Gratitude #FinancialPlanning FP Canada

From all of us at FP Canada, we hope you have a joyful holiday season and a happy New Year! #FinancialPlanning #QAFP #CFP

Did you know you can save $100 on your fee for taking the CFP exam or QAFP exam in February? Simply register by Thursday, December 19 at 11:59 PM ET to take advantage of early-bird pricing! Register now: http://spr.ly/6040QaxNO #CFP #QAFP #FinancialPlanning #Exams

I am thrilled to announce that I have successfully passed FP Canada's CFP® Certification Exam! Balancing this achievement alongside pursuing my MBA in Finance and working full time has been both challenging and deeply rewarding, enhancing my expertise every step of the way. I am profoundly grateful for the unwavering support of my family and the technical support of my colleagues throughout this journey. I look forward to leveraging this knowledge to deliver ethical and high-quality financial planning solutions and help my clients achieve their goals. Excited for the opportunities ahead! Special shoutout to Jason Watt (he/him) CD, a terrific professor! Je suis ravi d’annoncer que j’ai réussi l’examen de certification CFP® de FP Canada avec succès ! Combiner cet accomplissement avec la poursuite de mon MBA en finance et un travail à temps plein, a été à la fois un défi et une expérience profondément enrichissante, renforçant mon expertise à chaque étape. Je suis profondément reconnaissant pour le soutien indéfectible de ma famille et l'apport technique de mes collègues tout au long de ce parcours. Je suis impatient de mettre à profit ces connaissances pour offrir des solutions de planification financière éthiques et de haute qualité, afin d’aider mes clients à atteindre leurs objectifs. Enthousiaste pour les opportunités à venir !

I’m thrilled to share that I’ve officially passed my CFP®️ exam! It’s been quite the journey—balancing studies while simultaneously navigating the early stages of launching TruCents Financial. No doubt, it’s been challenging. But the feeling of achieving something I’m truly passionate about is absolutely worth it. I couldn’t be more excited to use this knowledge to empower others, guide them through life’s big decisions, and help them feel confident about their future. This accomplishment reminds me that when we pour our energy into what we love, the effort always pays off—both for ourselves and for those we serve. I am most grateful for having amazing mentors throughout my career. Thanks for all the support and encouragement along the way! FP Canada

Did you miss the fall issue of FP Standard? It's not too late to explore the latest issue of our biannual magazine. Discover insights for making the most of FP Canada's website as a CFP professional or QAFP professional, find updates from the FP Canada Standards Council, and take a look back at the 2024 Financial Planning Conference! Check it out now: http://spr.ly/6042QiHqg #FinancialPlanning #CFP #QAFP #FPW2024 #FPStandard

Results for the October CFP exam administration are available now! Congratulations to everyone who successfully wrote the exam: http://spr.ly/6040Q5KS6 #FinancialPlanning #CFP #Exam

Are you an experienced CFP professional looking for an opportunity to contribute to your profession? FP Canada is seeking volunteer scorers for the CFP exam. We're accepting applications for this rewarding opportunity until January 9. You can learn more about the requirements and apply now: http://spr.ly/6048QZr6I #CFP #FinancialPlanning #Volunteer

Exclusively available through the FP Canada Institute™, the Professional Education Programs (for aspiring QAFP professionals and CFP professionals) are the only courses designed to build competency that is otherwise only learned in the field by advancing a student’s understanding of emotional intelligence, holistic planning and ethics as they relate to financial planning. Understanding human behaviour and the ‘emotion and psychology’ of money will deepen your client relationships, leading to better results for you and your clients. If you’re on the path to CFP certification or QAFP certification and have completed the prerequisite courses, you can look forward to this part of your learning journey. The QAFP Professional Education Program also features a one-on-one Live Discovery assessment where you can practice your client discovery skills with experienced financial planners and benefit from real-time feedback. Visit http://spr.ly/6047QZOZc to learn more. #FinancialPlanning #CFP #QAFP