Advisor education

Title protection fee proposal in Ontario draws criticism from planning associations, investor advocates

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

By Staff |June 6, 2023

3 min read

What FP Canada in-house education means for financial planning

The move could result in more “financial planner” credentials

By Michelle Schriver |May 23, 2023

5 min read

FP Canada names top CFP exam writers from February

259 people wrote the exam

By Staff |May 18, 2023

1 min read

CFA Institute introduces new data science certificate

Only three percent of investment professionals say they are proficient in AI, CFA Institute finds

By Maddie Johnson |April 26, 2023

1 min read