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Company: Financial Planning Standards Council

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FPSC names three new members to President’s List

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An investment industry veteran and a respected academic are recognized for their contributions to financial planning

  • By: IE Staff
  • September 25, 2018 September 26, 2018
  • 15:00
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The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills

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The new requirement would introduce “specific obligations” that would expand financial planners’ obligation to prioritize their clients’ interests

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Almost 1,000 candidates wrote FPSC Level 1 and CFP exams in various locations across Canada

  • By: IE Staff
  • August 1, 2018 August 1, 2018
  • 11:55
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Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada

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The majority of Canadians surveyed have at least one financial regret

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FPSC and IQPF update long-term projections for financial planners

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More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension

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FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan