Company: Financial Planning Standards Council

193 results found
Echelon, BLG team up to create “capital pool company”

The guidelines aim to ensure financial planners are equipped to make financial projections

FAIR Canada not in favour of regulators’ stance on best interest standard

Guidance includes specific direction and examples on issues such as integrity and client trust

The head of the FPSC was responsible for establishing the bachelor of applied business degree in financial services at college in 2002

The organization is accepting nominations for the Fellow of FPSC distinction until June 30

Agreement will strengthen consumer protection in Ontario and British Columbia

A majority of advisors who took the FPSC’s Level 1 examination in financial planning and CFP examination from November are on to the next step of the process

App available to CFP, Pl. Fin. professionals

  • By: IE Staff
  • November 25, 2015 November 25, 2015
  • 16:00

This year's Financial Planning Week will focus on educating clients, as well as on promoting comprehensive standards for the practice

  • By: Leah Golob
  • October 22, 2015 October 30, 2019
  • 23:00

There are various resources in place to help clients learn more about the importance of receiving good advice that’s provided by professional, licensed advisors

Deadline for submission extended to May 15

  • By: IE Staff
  • May 6, 2015 May 6, 2015
  • 10:05