Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
The move could result in more “financial planner” credentials
259 people wrote the exam
Lack of personalized advice created a void filled by negative returns, the latest survey says
FP Canada and the IQFP released their 2023 guidelines for inflation and returns
Also, QAFP certification has been streamlined
A report found that most financial services are not designed for people with low incomes
More than 40% of exam writers said title protection was a motivating factor
What's the advisor's role?