Many of our planners have one or more of the following designations: Chartered Financial Planner (CFP), Registered Financial Planner (R.F.P.), Certified Management Accountant (CMA), Chartered Professional Accountant (CPA), Trust & Estate Practitioner (TEP), Elder Planning Counselor (EPC), and Certified Executor Advisor (CEA). The right to use these designations must be renewed each year by satisfying ongoing educational requirements and adhering to each association’s code of ethics and conduct.
Chartered Financial Planner (CFP) was the first Canadian financial-planning designation and is awarded to individuals who complete a three year correspondence course offered by the Canadian Institute of Financial Planning and pass a qualifying exam.
A Registered Financial Planner (R.F.P.) is a professional designation awarded by the Institute of Advanced Financial Planners (IAFP) to its members who satisfy certain educational and experience standards and pass a comprehensive written examination.
The Certified Management Accountant (CMA) designation is awarded by CMA Canada to strategic financial management accounting professionals who integrate accounting expertise with advanced management skills to achieve business success.
The Chartered Professional Accountant (CPA) designation is a globally recognized designation and is awarded to individuals who satisfy the educational and relevant experience requirements.
The Elder Planning Counselor (EPC) designation is awarded upon successful completion of an examination and acceptance to the Canadian Initiative for Elder Planning Studies.
The Trust and Estate Practitioner designation (TEP) is a worldwide recognized designation granted through the Society of Trust and Estate Practitioners and is a way to formally identify qualified practitioners and distinguish them from non-specialists who occasionally deal with trusts and estates.
The Certified Executor Advisor (CEA) designation is the first and only executor-facing designation in Canada and is regulated by the Canadian Institute of Certified Executor Advisors.