Joan Yudelson

Joan Yudelson currently serves as the Executive Director of Learning, Development and Innovation at FP Canada, a position held since April 2010, alongside the role of VP, Professional Practice, where key responsibilities encompass leadership across all aspects of professional practice, including certification processes, education, and standards enforcement. Prior experience includes serving as Director of Education at FP Canada, focusing on financial planning education standards and curriculum development, as well as a Financial Planner at RBC Dominion Securities, where comprehensive financial plans were crafted for high net worth clients. Additionally, from 1997 to 2005, Yudelson held the position of Director of Learning Design and Development at CIBC, leading performance consulting services and the design of training programs for advisory sales forces. Yudelson holds an M.B.A. in Marketing from York University and a B.Com. in Accounting from Concordia University.