Education

Identify these client handholding situations

Clients are anxious about more than market volatility

By Staff |October 25, 2017

2 min read

FPSC releases body of knowledge

The Financial Planning Standards Council (FPSC) has released the Financial Planning Body of Knowledge (FP-BoK), a resource for CFP professionals and FPSC Level 1 certificants. Together with the revalidated FPSC Competency Profile, the FP-BoK serves to further define the knowledge and competencies expected of CFP professionals and FPSC Level 1 certificants in Canada, and the […]

By Staff |September 13, 2017

1 min read

Turn small talk into planning action

Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]

By Staff |March 10, 2017

2 min read

A tricky thing about RESP payments

Beneficiaries could be hit with unexpected income inclusions

By Jamie Golombek |February 24, 2017

4 min read