Home Financial planning

Keyword: Financial planning

340 results found
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

Asian couple meeting financial adviser for investment planning.

Canadians not as wealthy as they thought they’d be: Poll

Still, most are confident they'll reach their retirement goals

  • By: Staff
  • July 26, 2019 July 25, 2019
  • 09:00
Beautiful setting for outdoors wedding ceremony

Saying ‘I do!’ to a financial plan

How to get your clients to commit

photo of hands holding pen under document and pressing calculator buttons

John De Goey to chair FP Canada Research Foundation

The research body also announced other changes to its board

  • By: Staff
  • July 17, 2019 July 17, 2019
  • 12:39
Person marking the date of the 15th with a pencil on a blank calendar with date squares as a reminder of an important day or to schedule a meeting or event

Presenting an impactful financial plan

Five steps for success

Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03
low key image of trophy over wooden table and dark background, with abstract shiny lights

Calgary advisor wins financial planning award

Zak Smith from Sagium took the top prize in the PlanPlus competition

  • By: Staff
  • May 29, 2019 May 29, 2019
  • 15:06
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

More than one-third of mass market households don’t receive financial advice

A new poll reveals why that's a problem

  • By: Staff
  • May 29, 2019 May 29, 2019
  • 11:12
Asian couple meeting financial adviser for investment planning.

Public complaints about CFPs increase in 2018

FP Canada attributes the increase to greater awareness of the complaints process

  • By: Staff
  • May 24, 2019 May 24, 2019
  • 14:17
Senior couple doing the income tax declaration online

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit