Collection of Personal Information
We collect all personal information you submit to us, including your e-mail address, residential address, related contact information, and other information submitted to us.
We also may automatically collect general information related to your use of our website (the "Site"), such as the date and time you visit the Site and the pages you visit on the Site.
Use of Personal Information
The personal information you submit to FP Canada for your Certified Financial Planner® certification is used to determine whether to grant you a licence (or a licence renewal), to administer the licensing arrangements and to allow FP Canada to formulate an accurate profile of our body of CFP® professionals. The profile will be used by FP Canada in an aggregated and anonymous form to document general trends in the financial planning profession as well as to promote the CFP credential.
Disclosure of Personal Information
We will maintain the strict confidentiality of all personal information collected. We will not sell, transfer or otherwise disclose any of your personal information to any third party without your knowledge and consent. Your name or company name will not be mentioned in general profile data published or otherwise disclosed by FP Canada.
FP Canada will only disclose your personal information to employees of FP Canada who require such information for the purposes set out above, or as otherwise required by law or by the Financial Planning Standards Board or its affiliates as related to the FPSB Cross-Border Policy.
We will maintain your personal information in secure data storage to safeguard it from unauthorized access, use or disclosure. We will only keep your personal information for as long as it remains necessary or relevant for the purposes stated above or as otherwise required by law.
How to Contact Us
Privacy Commissioner, c/o FP Canada
902-375 University Avenue