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Keyword: Financial planning

389 results found
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

A survey suggests the pandemic has influenced perceptions of long-term care

stack of documents or files, overload of paperwork on black background

New guidance includes reforms adopted under Bill 141

Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41
Couple Meeting With Financial Advisor In Office

The "Canadian Financial Planning Definitions, Standards and Competencies" has a new look

Young business woman working at desk typing on a laptop in office and drinking coffee.

The move is part of the credentialing body's updates to disciplinary rules and procedures

  • By: Staff
  • September 1, 2020 September 1, 2020
  • 13:31

Regulator proposes minimum standards for advisor, planner titles

ALASKAJADE / 123RF STOCK PHOTO

Report highlights record number of exam candidates in the past fiscal year

  • By: Katie Keir
  • August 11, 2020 August 11, 2020
  • 15:07
Close up of a woman using a laptop

Credentialing bodies have announced changes

  • By: Staff
  • August 7, 2020 August 11, 2020
  • 11:30
Asian couple meeting financial adviser for investment planning.

Should you always start investing in an RRSP? Maybe it's time to try a TFSA instead

Portrait of a young japanese woman screaming

Most respondents didn't work with advisors