Conferences and Courses

2010-2011 Professional Development Sessions

We are providing the information below so members may mark their daytimers/calendars. Specific details will be provided as we move forward with plans.

October 18, 19, and 20, 2010
Fredericton (Fredericton Motor Inn).

Registration Information

Upcoming Member Gatherings:

Bathurst Area Member Dinner
Wednesday, September 15th, 2010
Atlantic Host Inn - 6:30 p.m.
Register Here

Miramichi Area Member Luncheon
Thursday, September 16th, 2010
Park Inn & Suites - 12:00 Noon
Register Here

 

November 18, 2010
Moncton, NB - full day - Design Implementation & Evaluation of internal Controls for Government and NPOs

November 19, 2010
Moncton, NB - half day (morning) - Accelerate the Financial Close Process & Enhance the Close Controls

November 19, 2010
Moncton, NB - half day (afternoon) - Integrated Management Practices & Controls Enhance Business Efficiencies & Strengthen Control Environment

Registration and additional information will be available in September.

November 30, 2010
Saint John Hilton Hotel
PSAB Sessions
9:00 a.m. - 12:00 noon, Financial Reporting for members in the Public Sector
1:00 p.m. - 4:30 p.m., Government Organization Workshop

Registration and additional information will be available in September.


December 9, 2010
Saint John Hilton Hotel
9:00 a.m. - 4:00 p.m., Practical Tips for Controllers & CFOs

Registration and additional information will be available in October.

January 21, 2011 (Saint John)
(Convocation is January 22, 2011)

February 21 and 22, 2011 (Moncton)
9:00 a.m. - 5 p.m., Tax for Controllers (2 day session)

Registration and additional information will be available in December.

PD Course Evaluation Form

Career Development

On-Line Courses at the CICA
CA Specialization
Continuing Education
CA Source Career Centre
Directors Source
CICA Webinars
Xtensions Learning Centre

Free Online Introduction to IFRS - Implications for Canadian Business

The ABCs of IFRS

For Provincial Institutes/Ordre

CAs considering CFP designation should act now

On July 1, 2010, the Financial Planning Standards Council will implement additional qualification requirements for its Certified Financial Planner (CFP) certification. CAs with financial planning experience should act now to be assessed under current requirements.

Chartered Accountants of Canada have an agreement with the FPSC which recognizes the expertise of CAs. The current agreement exempts CAs from the FPSC's Core Curriculum program, and allows them to earn their CFP with:

  • Three years financial planning experience;
  • Success on the current a six-hour, competency-based multiple choice CFP Examination; and
  • Agreement to adhere to the FPSC's Code of Ethics and Practice Standards.
This agreement will change effective July 1, 2010. CAs will continue to be exempt from the Core Curriculum program and to be eligible for the CFP after three years experience, and will be required to:
  • pass the FPSC's two new Professional Competence Examinations PCE 1, which is multiple choice, and PCE 2, which comprises a variety of competency-based question types;
  • complete a mandatory capstone course in order to sit PCE 2
  • adhere to the FPSC's Code of Ethics, and
  • maintain continuous registration with FPSC throughout their CFP certification process.
There will be three more examinations sittings in the current six-hour, multiple choice format: June 13, 2009, November 14, 2009 and June 12, 2010.

Full details of the guidelines and examination application are available online at www.fpsc.ca. If you have any questions, please contact FPSC staff at: 416.593.8587, or toll-free at 1.800.305.9886 or e-mail: inform@fpsc.ca.

Financial Planners Standards Council
Professional Proficiency Examination

CHALLENGE STATUS REQUIREMENTS - CFP PROFESSIONAL PROFICIENCY EXAMINATION (PPE)

Holders of certain degrees and/or professional designations are permitted to apply to write the PPE without formally completing further educational courses provided that they have a minimum of three years financial planning-related work experience and satisfy the following criteria:

You must have one of the following degrees/professional designations approved by the FPSC Board of Directors:

  • Professional accountants (CA, CGA, CMA)
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP Foreign)
  • Chartered Life Underwriter (CLU)
  • Members of provincial law societies
  • PhDs in finance, business or economics

If you are interested in writing the examination and wish to receive more information, please contact Caterina Bacarella via email at bacarella@cfp-ca.org. You may also visit their web page at http://www.cfp-ca.org


ICANS Conferences and Courses