Advisor education

Industry

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

Industry

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

Industry

FP Canada names top CFP exam writers from February

259 people wrote the exam

By Staff |May 18, 2023

1 min read

Industry

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

Industry

FP Canada provides all education in-house for QAFP, CFP

Also, QAFP certification has been streamlined

By Staff |April 19, 2023

2 min read

Industry

New SRO to grant credential for FA title use in Ontario

The regulator intends to be a credentialing body under the province's title protection regime

By Michelle Schriver |March 27, 2023

1 min read

Industry

FP Canada to be one-stop shop for CFP, QAFP education

Educational division will develop technical curriculum under Alexandra Macqueen's leadership

By Michelle Schriver |March 24, 2023

2 min read

Industry

CFA adds private wealth specialization to Level III

The change is one of five updates to the CFA program aimed at making the charter more practical

By Melissa Shin |March 20, 2023

3 min read

Industry

QAFP exam writers drop to 25 in February

The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite

By Michelle Schriver |March 10, 2023

1 min read

Industry

FP Canada names top performers of latest CFP exam

The three candidates were among 507 exam writers

By Staff |January 19, 2023

1 min read

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