Aspirational planners need to take action for clients, Planworth’s James Fraser said at IAFP’s 2022 symposium
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Enforcement activity was included in FP Canada's annual report
FP Canada surveyed the most recent round of candidates
Melissa Laursen, Laura Wierzbicki and Adam Malcolm received the QAFP exam award of merit
The advisory group will provide input on title regime and oversight
International work experience will also be recognized
Three-year strategic plan aims to support the organization's goal of making financial planning widely accessible by 2030
RFRA, RRA and RRC are the latest approved designations
FP Canada releases its latest financial stress index