New agreement expands course, credential, and event options for planners and accountants across sectors
Chartered Professional Accountants of Canada (CPA Canada) and FP Canada signed a Memorandum of Understanding (MOU) that will allow professionals in both fields to access each other’s programs, credentials, and continuing education.
The agreement gives CPA Canada members access to FP Canada’s courses and conferences, and expands credentialing opportunities.
Certified Financial Planner professionals and Qualified Associate Financial Planner professionals will now have improved access to select CPA Canada programs, including accredited continuing education and national events.
Pamela Steer, president and CEO of CPA Canada, said the financial services industry is changing rapidly, and clients are seeking integrated advice that combines tax, retirement, investment, and estate planning.
She added, “This agreement will allow CPAs to deepen their value to clients through greater access to financial planning credentials at FP Canada”—and said it aligns with the professional rigour and ethical standards associated with CPAs.
Tashia Batstone, president and CEO of FP Canada, said the partnership allows the two organisations to combine their reputations to better support professionals in the financial services sector.
“This will ultimately help to strengthen the financial services ecosystem, for the benefit of all Canadians,” she said.
The MOU also outlines plans for collaboration on continuing education, research, and thought leadership.
FP Canada will share CPA Canada’s research and other updates to help financial planners stay current.
Steer added that “the landscape of financial services is evolving quickly, and clients are looking for holistic advice that integrates tax, retirement, investment and estate planning.”
The agreement signals an intent to support professionals with access to resources that help deliver comprehensive advice across tax strategies, estate planning, retirement, and long-term financial planning.
