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Keyword: Financial planning

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Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Aspirational planners need to take action for clients, Planworth’s James Fraser said at IAFP’s 2022 symposium

  • By: Katie Keir
  • September 29, 2022 September 29, 2022
  • 16:07
retirement challenge

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Couple getting financial advice from consultant at home

Enforcement activity was included in FP Canada's annual report

  • By: Staff
  • August 18, 2022 August 18, 2022
  • 14:16
question mark

FP Canada surveyed the most recent round of candidates

  • By: Staff
  • August 4, 2022 August 4, 2022
  • 15:46

Melissa Laursen, Laura Wierzbicki and Adam Malcolm received the QAFP exam award of merit

  • By: Staff
  • July 27, 2022 July 27, 2022
  • 13:11
confusing array of advisor titles

The advisory group will provide input on title regime and oversight

  • By: Staff
  • July 11, 2022 July 11, 2022
  • 17:10
Multinational group of cheerful students studying in the university library

International work experience will also be recognized

Business Team Meeting Discussion Connection

Three-year strategic plan aims to support the organization's goal of making financial planning widely accessible by 2030

  • By: Staff
  • June 14, 2022 June 14, 2022
  • 16:08
confusing array of advisor titles

RFRA, RRA and RRC are the latest approved designations

  • By: Staff
  • June 8, 2022 June 8, 2022
  • 15:34
panic sell

FP Canada releases its latest financial stress index

  • By: Staff
  • June 7, 2022 June 7, 2022
  • 13:43