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Media Centre
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CIFPs Submission: CIFP Response to the second round of consultations regarding The Financial Planners and Financial Advisors Regulations in Saskatchewan - September 20, 2022
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Press Release - CIFP has been approved as a Credentialing Body for Financial Planner and Financial Advisor Title Use in Ontario
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Keith Costello, CEO of CIFPs
CIFPs CEO's Message 2020
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CIFPs Financial Planning Practitioners’ Guide 2021
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Keith Costello, CEO of CIFPs
CIFPs CEO's Message 2019
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CIFPs Regulatory Update: July 2020
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CIFPs Regulatory Update: January 2020
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Keith Costello, CEO of CIFPs "Millennials see retirement and financial planning differently than other generations" Investment Executive - November 2019
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CIFPs Submission: MFDA - CIFP Response to CE Accreditation Process - September 20, 2019
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CIFPs Submission: CIFP Response to Potential Regulation of Financial Planners and Financial Advisors in Saskatchewan - September 8, 2019
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Keith Costello, CEO of CIFPs "Listening is key to conversation" Investment Executive - September 2019
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Keith Costello, CEO of CIFPs "Vulnerable clients need special care and due diligence" Investment Executive - August 2019
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"Five takeaways from this year’s CIFPs national conference" The Globe and Mail - June 2019
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CIFPs 17th Annual National Conference 2019
Speaker Presentations
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Keith Costello, CEO of CIFPs "Deciphering Ontario’s Financial Professionals Title Protection Act" Investment Executive - May 2019
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Keith Costello, CEO of CIFPs "Helping clients avoid market groupthink" Investment Executive - April 2019
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Retirement Canada Dialogue 2019
Speaker Presentations
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2019 PlanPlus Canada Financial Planning Awards
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Keith Costello, CEO of CIFPs "Harmonization is the key to reducing regulatory load" Investment Executive - February 2019
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Keith Costello, President and CEO of CIFPs "Traditional retirement planning may not meet Canadians’ needs" Investment Executive - December 2018
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Keith Costello, President and CEO of CIFPs comments in "How to start a conversation with clients on fees" The Globe and Mail - November 2018
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Keith Costello, President and CEO of CIFPs comments in "Why it’s important for clients to understand your compensation model" The Globe and Mail - November 2018
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Keith Costello, President and CEO of CIFPs "Entrepreneurs need help with their retirement planning" Investment Executive - October 2018
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CIFPs Submission: Ontario Ministry of Finance - Regulation of Financial Planners - April 16, 2018
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Keith Costello, President and CEO of CIFPs "A winning strategy for clients’ retirement plans" Investment Executive - August 2018
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Keith Costello, President and CEO of CIFPs "Should cryptocurrencies be in a client’s portfolio?" Investment Executive - June 2018
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CIFPs 16th Annual National Conference 2018
Media Articles
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CIFPs 16th Annual National Conference 2018
Speaker Presentations
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Keith Costello, President and CEO of CIFPs "Market trends will have a greater influence than new regulatory standards " Investment Executive - April 2018
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Keith Costello, President and CEO of CIFPs "Cultural diversity is an opportunity" Investment Executive - February 2018
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Keith Costello, President and CEO of CIFPs "Investor behaviour biases are still paramount" Investment Executive - January 2018
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Keith Costello, President and CEO of CIFPs "Changes in public policy pose great risk for retirement planning" Investment Executive - November 2017
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"Taxes: Opposition to changes" Investment Executive - October 2017
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Keith Costello, President and CEO of CIFPs "Speak softly to your clients" Investment Executive - September 2017
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Keith Costello, President and CEO of CIFPs comments in "Accountants, financial planners brace for hit from tax changes" The Globe and Mail - September 2017
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Drop tax proposals aimed at business, urges coalition - Advisor.ca - August 31, 2017
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Coalition for Small Business Tax Fairness - Media Advisory - August 31, 2017
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Coalition for Small Business Tax Fairness - Letter to Minister Morneau on Tax Changes - August 30, 2017
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Keith Costello, President and CEO of CIFPs "Banning embedded commissions may not be the holy grail for investors" Investment Executive - July 2017
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CIFPs 15th Annual National Conference 2017
Speaker Presentations
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CIFPs 15th Annual National Conference 2017
Media Articles
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Keith Costello, President and CEO of CIFPs "Expert Committee misses the mark on the regulation of financial planning" Investment Executive - May 2017
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Keith Costello, President and CEO of CIFPs "Effective interventions for increasing saving behaviour" Investment Executive - March 2017
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Keith Costello, President and CEO of CIFPs "Consider time-series momentum investing for your clients" Investment Executive - January 2017
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CIFA Magazine: THE LIFE OF ASSOCIATIONS / CIFPs - Canada - December 2016
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Keith Costello, President and CEO of CIFPs "Does the MFDA’s new rule on titles provide more clarity or confusion?" Investment Executive - December 2016
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Associations seek young members - Investment Executive - October 2016
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Keith Costello, President and CEO of CIFPs "The great wealth transfer: An opportunity or threat?" Investment Executive - October 2016
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Regulation: Reform opposition lines up - Investment Executive - October 2016
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Keith Costello, President and CEO of CIFPs "Will financial advice be demonetized to zero?" Investment Executive - August 2016
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Keith Costello, President and CEO of CIFPs "Proposed CSA reforms to change delivery of investment advice ?" Investment Executive - June 2016
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Keith Costello, President and CEO of CIFPs "Will the Ontario Expert Committee’s policy recommendations succeed?" Investment Executive - April 2016
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CIFPs Final Comments : Expert Committee to Consider Financial Advisory & Financial Planning Policy Alternatives
June 17, 2016
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CIFPs Submission : Expert Committee to Consider Financial Advisory & Financial Planning Policy Alternatives
September 21, 2015
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CIFPs 14th Annual National Conference 2016
Media Articles
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PlanPlus announces Canada National Financial Planning Awards winners
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Keith Costello, President and CEO of CIFPs
"Much support for Ontario expert panel’s recommendations"
Investment Executive - April 2016
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2016 CIFP Case Challenge
"Team from Conestoga College claims top prize at CIFP Case Challenge’s eastern edition"
Investment Executive - March 2016
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Keith Costello, President and CEO of CIFPs
"Equity crowdfunding is a growing investment option"
Investment Executive - February 2016
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PlanPlus Canada Financial Planning Awards
"PlanPlus launches Canadian financial planning competition"
Investment Executive - February 2016
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Keith Costello, President and CEO of CIFPs
"Shaping the future regulation of financial advice"
Investment Executive - January 2016
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Keith Costello, President and CEO of CIFPs
"Big opportunities in volatile markets"
Investment Executive - November 2015
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Keith Costello, President and CEO of CIFPs comments in
"Wealth management industry seeking legal framework for financial planners"
The Globe and Mail - October 2015
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Keith Costello, President and CEO of CIFPs comments in
"Financial-planning field a "Wild West" in Canada"
The Globe and Mail - August 2015
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Keith Costello, President and CEO of CIFPs comments in
"Financial services groups seek oversight on how they'll be overseen"
Globeinvestor - July 2015
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Keith Costello, President and CEO of CIFPs
"Live by the trend, die by the trend"
Investment Executive - August 2015
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Keith Costello, President and CEO of CIFPs
"Women investors are becoming a powerful force"
Investment Executive - July 2015
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Keith Costello, President and CEO of CIFP Retirement Institute
"Steps To Healthy Aging"
Media Planet - Canadian Senior Lifestyle - June 2015
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Keith Costello, President and CEO of CIFPs
"Removal of provincial trade barriers may facilitate national harmonized regulation"
Investment Executive - June 2015
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CIFPs 13th Annual National Conference 2015
Media Articles
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Minister Bergen Highlights Government Initiatives to Help Families Save for their Futures
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Keith Costello, President and CEO of CIFPs
"Paradigm shift for advisory services on the way"
Investment Executive - May 2015
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Keith Costello, President and CEO of CIFPs
"An important first step in regulating financial planning"
Investment Executive - April 2015
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Keith Costello, President and CEO of CIFPs
"Merging FSCO and OSC would be a good start"
Investment Executive - March 2015
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Keith Costello, President and CEO of CIFPs
"Determining the true appetite for risk"
Investment Executive - February 2015
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Keith Costello, President and CEO of CIFPs
"Will advisors be forced to charge a flat fee for their advice?"
Investment Executive - January 2015
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Keith Costello, President and CEO of CIFPs
"Develop an effective plan for young clients"
Investment Executive - December 2014
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Keith Costello, President and CEO of CIFPs
"Holistic advice will require a new value chain"
Investment Executive - November 2014
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Keith Costello, President and CEO of CIFPs
"Redefining financial planning"
Investment Executive - October 2014
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Keith Costello, President and CEO of CIFPs
"Does a financial plan have monetary value?"
Investment Executive - September 2014
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Keith Costello, President and CEO of CIFPs
"Death of the salesperson?"
Investment Executive - August 2014
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Keith Costello, President and CEO of CIFPs
"Keeping up with evolving anti-money laundering rules is essential"
Investment Executive - July 2014
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Keith Costello, President and CEO of CIFPs
"Financial planners need a strong business plan to survive"
Investment Executive - June 2014
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CIFPs 12th Annual National Conference 2014
Media Articles
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Keith Costello, President and CEO of CIFPs
"Is the ORPP really needed?"
Investment Executive - June 2014
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Keith Costello, President and CEO of CIFPs
"A lifestyle approach to financial advice"
Investment Executive - May 2014
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Keith Costello, President and CEO of CIFPs
"Improving financial advice"
Investment Executive - April 2014
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Keith Costello, President and CEO of CIFPs
"Major concerns with proposed law"
Investment Executive - March 2014
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Keith Costello, President and CEO of CIFPs
"Raising the professional bar?"
Investment Executive - Februaury 2014
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Keith Costello, President and CEO of CIFPs
"The merits of regulating financial planners"
Investment Executive - January 2014
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Keith Costello, President and CEO of CIFPs
"Is a statutory best interest duty for advisors needed?"
Investment Executive - December 2013
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Keith Costello, President and CEO of CIFPs
"The banning of embedded compensation"
Investment Executive - November 2013
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Keith Costello, President and CEO of CIFPs
"Looking for clarity and consistency"
Investment Executive - October 2013
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CIFPs Chair Tony Mahabir and CIFPs Committee Member John De Goey comments in "Fee-based planning: smoothing the way of a successful transition"
The Insurance and Investment Journal - Sep 19, 2013
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Keith Costello, President and CEO of CIFPs comments in "Why some advisors might abandon mutual funds"
Morningstar - July 2013
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CIFPs 11th Annual National Conference 2013
Media Articles
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CIFPs 11th Annual National Conference 2013
Speaker Presentations
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CIFP Case Challenge - Aspiring planners test their mettle
InvestmentExecutive.com
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CIFPs Chair Tony Mahabir is interviewed at the CIFA Conference
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Metro RRSP Guide
When is a loan right for you?
Anthony Williams, VP Academic Affairs CIFP
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Toronto Star Monday Makeover
High income — but no savings will delay retirement CIFPs Chair Tony Mahabir provides needed advice
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Keith Costello, President and CEO of CIFPs comments in "The planning process - How to present a financial plan"
Investment Executive - December 2012
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Keith Costello, President and CEO of CIFPs comments in "The planning process - Four steps to effective discovery meetings"
Investment Executive - December 2012
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Center for the Advancement of Value Investing Education - Seminar on Value Investing and the Search for Value
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Continuing Education courses available from CIFPs are now FPSC-approved CE Activities and are not subject to an FPSC audit
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CIFPs 10th Annual National Conference 2012
Watch Jamie Golombek's Presentation
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CIFPs 10th Annual National Conference 2012
Media Articles
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Keith Costello, President and CEO of CIFPs comments on the merger of accounting groups.
Investment executive April 2012
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A New Focus on Financial Literacy
Keith Costello, President and CEO fo CIFPs comments on Financial Literacy in Canada
Investment Executive-December 2011
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Students get a taste of the real world
CIFPs 2nd Annual Case Study Competition
Investment Executive-December 2011
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Business Students Win CIFP Competition
Centennial College - November 2011
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CIFP Case Challenge welcomes aspiring advisors from across Ontario
Financial planning students from six Ontario colleges will put their skills to the test this Saturday at the CIFP Case Challenge Competition.
Investment Executive - November 9, 2011
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Keith Costello, President and CEO of CIFPs comments on
"Coalition forms to establish national standards for financial planners"
The Insurance and Investment Journal - June/July 2011
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CIFPs 9th Annual National Conference 2011 Media Articles
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CIFPs response to Consultation Paper dated December 20, 2010 - Consultation on Possible Options for the Incorporation of Individual Representatives of Registered Dealers and Advisers in Canada (the Consultation Paper)
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Keith Costello, President and CEO of CIFPs comments on
"Firms turn focus to financial planning"
Investment Executive - November 1, 2010
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Keith Costello, President and CEO of CIFPs comments on
"Errors and omissions rates stabilize"
The Investment and Insurance Journal - August 2010
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Keith Costello, President and CEO of CIFPs comments on
"Canadian Institute of Financial Planners continues to grow membership"
The Investment and Insurance Journal - August 2010
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Shift to fee-based model a long term Project Read the narrative on the results of this co-sponsored survey by CIFPs and To fee or Not to Fee.
Investment Executive - August 2010
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CIFPs 8th Annual National Conference 2010 Media Articles
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Keith Costello, CIFPs president and CEO, describes highlights for the upcoming conference including the results of a national survey that compares fee-based versus commission-based planning.
IE:TV - May 31, 2010
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8th International Forum of the CIFA in Madrid
Independent Financial Advisors Emerge Stronger from the Financial and Banking Crisis
Press Release - April 30, 2010
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Keith Costello, President and CEO of CIFPs comments in
"New financial literacy task force goes on tour"
Investment Executive - March 2010
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Keith Costello, President and CEO of CIFPs comments in
"More Regulation for Financial Planners?"
Investment Executive - January 2010
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"The Value of Advice"
Roundtable Discussion with CIFPs Members
Advisor's Edge Report - December 2009
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"Hot tax and estate planning issues"
Insurance Journal - September 2009
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Keith Costello, President and CEO of CIFPs comments on Reverse Mortgages on CBC radio's, Kelly Keehn's show "Keehn on Money"
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"Dealing with the market crisis: give clients a reason to stay"
Insurance Journal - August 2009
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Practice Management Corner
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Anthony Williams, Director of Academic Affairs for CIFPs guest speaks in "How CFPs help investors"
BNN Video - July 13, 2009
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CIFPs 7th Annual National Conference 2009 Media Articles
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Keith Costello, President and CEO of CIFPs comments on the 2009 Budget
"Budget 2009: Industry associations cautiously optimistic"
Advisor.ca January 27, 2009
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Groups pan proposed financial planning rule
Investment Executive - November 2008
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"Planning advocates hammer IIROC's proposal"
Advisor.ca - October 2008
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CIFPs comment letter on the proposed
IIROC financial planning rule
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Investment Industry Regulatory Organization of Canada (IIROC) Proposed financial planning rule
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Interview with Keith Costello, President and CEO of CIFPs in
"Making the Plan"
Advisor's Edge - August 2008
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CIFPs Regulatory and Government Relations Committee submission to the Expert Panel on Securities Regulation- Moving to a single securities regulator and reform of the Canadian financial regulatory system.
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Joint Venture- CIFPs and The Insurance Journal launch monthly section "Focus on Financial Planning" in Insurance Journal's Publication.
Free subscription for Members of CIFPs
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