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Keyword: Financial planning

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Asian couple meeting financial adviser for investment planning.

At FP Canada's ethics session, financial planners were urged to proactively address client changes

chess pieces facing an easy ladder and an impossible ladder

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

Pretty female college student sitting in a classroom full of students during class

Compared to May, the pass rate was down, and more candidates wrote the exam

  • By: Staff
  • November 17, 2021 November 17, 2021
  • 13:45
young man in wheelchair working on laptop

The regulator is consulting on new title guidance until Dec. 13

Young business woman suffering stress working at office computer

Only one third of those polled felt they knew "a lot" about what a financial plan is

Young people eating vegan food

A report examines how financial planners can connect with the next generation of investors

  • By: Katie Keir
  • November 9, 2021 November 9, 2021
  • 15:42
Senior couple doing the income tax declaration online

However, retirees have seen their retirement plans disrupted by the pandemic

retirement challenge

We asked three advisors

mother and daughter on a beach

Help this client and her daughter maximize their savings account

clients

Unlicensed professionals must avoid registrable activity