Chartered Professional Accountants of Canada (CPA Canada) and FP Canada have signed a memorandum of understanding (MoU) to deliver more comprehensive financial guidance to Canadians.
This move is aimed at fostering closer collaboration between the accounting and financial planning professions.
The agreement will enable professional accountants under CPA Canada to enhance their credentials through improved access to FP Canada’s courses and conferences.
Both organisations will work together on continuing education, research, and thought leadership initiatives.
Certified Financial Planner and Qualified Associate Financial Planner professionals will gain better access to select CPA Canada programmes, including accredited continuing education and national events.
FP Canada will also share and promote CPA Canada’s information, research, and updates to help financial planners remain current and competitive.
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By GlobalDataCPA Canada president and CEO Pamela Steer said: “The landscape of financial services is evolving quickly, and clients are looking for holistic advice that integrates tax, retirement, investment and estate planning.
“This agreement will allow CPAs to deepen their value to clients through greater access to financial planning credentials at FP Canada—and aligns with the professional rigour and ethical standards CPAs are known for.”
For Canadians, this partnership will offer increased access to financial expertise from professionals adhering to high standards of ongoing education, ethics, and certification.
The collaboration aims to provide comprehensive advice covering complex tax strategies and long-term financial planning, enabling more informed and confident financial decisions.
FP Canada president and CEO Tashia Batstone said: “This partnership represents a significant opportunity to leverage the strong reputations of two esteemed professional organisations in Canada’s financial services sector.
“By working together, we can more effectively support the professionals who serve the public every day. This will ultimately help to strengthen the financial services ecosystem, for the benefit of all Canadians.”
In January 2025, CPA Canada announced plans to enhance the professional development of Canadian chartered professional accountants (CPAs) with its new initiative, CPA Canada Connects.
