Case Study: FP Canada

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Project overview:

A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. There are more than 20,000 professional financial planners in Canada who, through CFP® certification and QAFP™ certification, meet FP Canada’s standards. Learn more at

FP Canada came to Yardstick looking to transition from a paper-based exam administration to computer-based delivery for its former FPSC Level 1 Examination (multiple-choice) and the CFP Examination (multiple-choice with constructed response). They were seeking a vendor that could support this transition and securely manage and deliver their exams across dozens of Canadian locations during specific exam administration windows.

FP Canada was also looking for a robust, intuitive online constructed response marking system for the CFP examination. They also wanted to provide online resources for candidates, such as practice tests and tutorials.

What we did:

With minimal lead time, Yardstick migrated all paper-based examination questions and configuration requirements to the Yardstick Measure™ platform. Yardstick launched the FP Canada online exam administration in June 2012. For the CFP Exam, skilled FP Canada markers used Yardstick’s marking application, RedPen™ to mark constructed response questions.

As part of the transition, candidates also gained access to tutorial and practice quizzes.

FP Canada and Yardstick have formed a strong partnership in which exams are delivered securely and to the highest standards possible. Since that first administration, Yardstick worked with the client to add many enhancements, ensuring the best possible experience for FP Canada, markers and the candidates.