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Keyword: Financial planning

516 results found

Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency

  • By: Staff
  • June 6, 2023 June 7, 2023
  • 16:03
Diverse People Studying Students Campus Concept

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: Staff
  • June 6, 2023 June 6, 2023
  • 13:52
confusing array of advisor titles

The move could result in more “financial planner” credentials

School exam student's taking educational test, admission test, thinking hard, writing answer in university classroom, education and world literacy day concept

259 people wrote the exam

  • By: Staff
  • May 18, 2023 May 18, 2023
  • 16:58
young couple meeting with advisor

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: Staff
  • May 2, 2023 May 2, 2023
  • 10:52
Sightseeing Binoculars Overlooking Ocean From Up High

FP Canada and the IQFP released their 2023 guidelines for inflation and returns

group of school kids with teacher sitting in classroom and raising hands

Also, QAFP certification has been streamlined

  • By: Staff
  • April 19, 2023 April 19, 2023
  • 13:34
Couple getting financial advice from consultant at home

A report found that most financial services are not designed for people with low incomes

Pretty female college student sitting in a classroom full of students during class

More than 40% of exam writers said title protection was a motivating factor

  • By: Staff
  • April 6, 2023 April 6, 2023
  • 15:57

What's the advisor's role?