75% pass rate for FPE1; 74% pass rate for FPE2
Canadians with a plan save more, live well, and are more content
Seven member organizations replaced with 10 individual, independent members
Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients in our era of cultural diversity. Laroche explains why advisors should pay attention to differences in risk aversion, English proficiency and soft skills. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, Baby Boomers, Gen X and Gen Y. He discusses recent research showing how the trends of each generation impact their core values and financial planning. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
FPSC study reveals the many excuses for not having a financial plan
FPSC to reveal more value study results at Financial Planning Week Symposium
CFP professionals encouraged to become business mentors
Prepare the next generation for with more than 40 teachable moments
Each winner will receive an honorarium of $500 to donate to a local charity