FP Retired

FP Retired™ status preserves the recognition of the accomplishments of former QAFP™ professionals and CFP® professionals who have retired. What it takes to obtain FP Retired status: 1. Previously certified as a CFP professional or QAFP professional (or FPSC Level 1® Certificant in Financial Planning) by FP Canada, or its predecessor, for a minimum of five years; 2. Have reached: • the age of 65; or • the age of 55, provided their age plus number of years certified with FP Canada is greater than or equal to 80; and 3. Not currently earning any compensation (direct or indirect) for financial planning or related advisory services (including the provision of investment, insurance or other related advice), or from any financial institution, including, but not limited to a: • bank; • credit union; • investment or mutual fund broker dealer or distributor; • insurance company, dealer or distributor; or • a financial planning firm, unless such compensation is earned from service on a Board of Directors, or a Committee, Task Force or similar group appointed by a Board of Directors. To maintain FP Retired status, the status holder must complete annual re-certification requirements. For the complete certification history for this individual including any gaps in certification or disciplinary proceedings, please contact FP Canada Certificant and Student Services at info@fpcanada.ca, 416.593.8587 or 1.800.305.9886. FP CANADA, the FP Canada Logo; Advancing Professional Financial Planning, FP Retired and the FP Retired Logo are trademarks of FP Canada, Copyright © 2020 FP CANADA™. All Rights Reserved.