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Keyword: Financial planning

349 results found
low key image of trophy over wooden table and dark background, with abstract shiny lights

FP Canada unveils new President’s List members

The three honourees had the highest scores on the June CFP exam

Business people working in a conference room

FP Canada appoints new board member

Power Corporation's Pierre Piché is the newest member

  • By: Staff
  • October 3, 2019 October 3, 2019
  • 12:36
Young business woman working at desk typing on a laptop in office and drinking coffee.

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56
PINKYPILLS / ISTOCKPHOTO

What is a common client pain point when creating or implementing a financial plan? How do you help clients overcome it?

Advisors weigh in

Executives are discussing the financial results of the Company for the marketing plan.

IIAC to Saskatchewan: title regulation should focus on planners, not advisors

The province's consultation on title regulation ends today

  • By: Staff
  • September 9, 2019 September 9, 2019
  • 13:59
Emotional Stress, Bankruptcy, Finance

Financial stress is impacting work performance, survey finds

The rising costs of living and overwhelming debt were among the biggest sources of stress

Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

Bringing financial planning to the masses

A new tool allows advisors to offer a “lighter" financial planning experience to clients

The audience listens to the acting in a conference hall. Seminar, Classroom, Adult.

Potential effects of the new degree requirement for CFPs

Effective April 2022, you'll need a degree to earn a Certified Financial Planner designation

low key image of trophy over wooden table and dark background, with abstract shiny lights

PlanPlus announces 2019 Global Financial Planning Awards winners

Three Canadians qualified for the Americas competition

  • By: Staff
  • August 22, 2019 August 22, 2019
  • 14:51
Asian couple meeting financial adviser for investment planning.

61% of CFP candidates passed exam in June

FP Canada says a record 717 CFP candidates wrote the exam