Home Advisor education

Keyword: Advisor education

180 results found
Financial statement

Certification fees accounted for 70% of income

Difficult choices of a businessman due to crisis

Opinion: Here are three ideas to promote evidence-based practices

  • By: John De Goey
  • September 19, 2023 September 19, 2023
  • 10:51
On the top of the world together. A group of people stands on a hill over the beautiful cloudscape.

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

  • By: Katie Keir
  • September 14, 2023 September 14, 2023
  • 12:58

A total of 406 people wrote the exam

  • By: Staff
  • August 17, 2023 August 17, 2023
  • 12:45
School exam student's taking educational test, admission test, thinking hard, writing answer in university classroom, education and world literacy day concept

Candidates with five years' financial planning–related experience can qualify, FP Canada says


No more pencils, no more books: the self-regulatory organization proposes to focus on exams instead

Checking monthly activities and appointments at the office

The regulator said those who use titles require more time to comply with the framework

  • By: Staff
  • July 5, 2023 July 6, 2023
  • 14:43
Businessmen on stone cubes jumping towards higher ones

Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

The New Brunswick Legislative Building in Fredericton

Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"

  • By: Staff
  • June 19, 2023 June 23, 2023
  • 11:32

Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency

  • By: Staff
  • June 6, 2023 June 7, 2023
  • 16:03