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Keyword: Financial planning

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Asian couple meeting financial adviser for investment planning.

Effective planning includes updating beneficiary designations

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

How to better serve a diverse clientele

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

FP Canada announces results from October QAFP exam

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

FSRA title regime to include “best interest” provision

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

Young business woman suffering stress working at office computer

Too few Canadians have or understand in-depth financial plans: study

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

Young people eating vegan food

Addressing the fears and “custom” needs of millennials

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

Canadians’ retirement outlook remains resilient: report

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

retirement challenge

What’s the most overlooked challenge clients face in retirement?

We asked three advisors

mother and daughter on a beach

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

clients

When clients ask financial planners about investments

Unlicensed professionals must avoid registrable activity