CCH Canadian and Canadian Association of Insurance and Financial Advisors (CAIFA) Reach Agreement to Offer Expanded Educational and Software Opportunities

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Toronto (December 6, 2001) CCH Canadian and CAIFA formerly
announced that they have agreed to join forces to provide CAIFA members and others in the
financial services industry with a suite of educational products to complement CAIFA’s
existing professional development programs today. The strategic partnership will lay the
foundation for a more comprehensive program of education and practice management support
for CAIFA members.

Included in the agreement is access to CCH Canadian’s
Electronic Research Library for Financial Advisors, the Financial Planning Solutions suite
of software beginning with Briefcase and including FPS, Q-Plan, and Probability Analyst.
Revamped course content and on-line delivery systems for CAIFA’s courses leading to the
Certified Financial Planner (CFP) designation are key benefits, as well.

“We’re excited about building on our strategy of
partnering with professional organizations such as CAIFA to offer top quality products
developed by leading professionals,” said James de Gasp� Bonar, President and CEO of
CCH Canadian. “A strategic partnership with CAIFA will form a powerful alliance
between a strong membership body in the financial community and a leading provider of
financial planning, tax, legal, and human resources software and research products,” he added.

“Joining forces with CCH will allow CAIFA to offer an
expanded program of professional development to our members,” said CAIFA President
Dave Thibaudeau. “Our goal is to offer our members the most current, comprehensive
and cost-effective professional development path possible and a strategic partnership will
bring us one step closer to that goal.”

About CCH Canadian Limited

CCH Canadian, one of the largest and most respected
professional publishers in Canada, has been providing high-quality tax and accounting
research solutions to professionals for over 50 years. Since 1946, CCH products have
helped professionals take command of complex regulatory issues in tax, financial planning,
human resources, business and law. CCH’s long-standing success is based on a commitment to
industry leadership for technological innovation and information management expertise. CCH
develops and delivers financial planning software for students and professionals learning
and practicing in this marketplace. The Financial Planning Suite of Software is designed by Advisor’s for
Advisor’s and includes software solutions for the very basic to the most sophisticated financial planning scenarios.
Visit us at


The Canadian Association of Insurance and Financial
Advisors (CAIFA) is a voluntary, not-for-profit professional association whose members,
gathered in 51 chapters, are represented in most major cities and towns across the
country. CAIFA is a founding member of the Financial Planners Standards Council (FPSC),
the body that grants the CFP designation. CAIFA members provide financial advice, and
market and sell financial products to over nine million Canadians. You can visit us at