Financial planning

Industry

Suspensions up for financial planners in 2022

The FP Canada Standards Council released its annual enforcement activity

By Staff |August 16, 2023

2 min read

Industry

FSRA details oversight for planner and advisor titles

Regulator sets supervisory priorities for credential providers

By James Langton |August 10, 2023

2 min read

Tax News

CRA releases revised form for mandatory tax disclosures

Expanded reporting regime is intended to help the CRA fight aggressive tax planning

By Rudy Mezzetta |July 27, 2023

2 min read

Industry

FP Canada names top QAFP exam writers from June

Trio was recognized with award of merit

By Staff |July 27, 2023

1 min read

Tax News

Prescribed rate to stay at 5% in Q4

The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter

By Rudy Mezzetta |July 25, 2023

2 min read

Industry

CRA releases forms to allow for transfers out of FHSAs

The industry is still waiting for certain forms needed to administer the new plans

By Rudy Mezzetta |July 21, 2023

4 min read

Industry

Working with a financial planner boosts household resilience: study

Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships

By Staff |July 19, 2023

2 min read

Industry

No post-secondary diploma? QAFP certification still possible

Candidates with five years' financial planning–related experience can qualify, FP Canada says

By Michelle Schriver |July 13, 2023

2 min read

Industry

Manitoba consults on title protection

The province is asking for feedback and comparing other provinces' regulations

By Michelle Schriver |July 13, 2023

1 min read

Life

Rising interest rates lift interest in annuities

Clients can see annuities as an attractive alternative to managing their own retirement investments

By Rudy Mezzetta |July 13, 2023

2 min read

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