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Company: FP Canada

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father and son conversation

At FP Canada's ethics session, financial planners were urged to proactively address client changes

Diversity Friends Friendship Team Community Concept

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Compared to May, the pass rate was down, and more candidates wrote the exam

  • By: IE Staff
  • November 17, 2021 November 17, 2021
  • 13:40

A report examines how financial planners can connect with the next generation of investors

  • By: Katie Keir
  • November 9, 2021 November 9, 2021
  • 15:42
stage curtain

The distinction honours her contributions to professional financial planning

  • By: IE Staff
  • October 6, 2021 October 6, 2021
  • 16:40
closeup of sheet of paper filled with calculations with pencil

Michael Liu, Scott Braun and Nathan Phillips received the award of merit

  • By: IE Staff
  • September 28, 2021 September 28, 2021
  • 15:11
School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Jacob Toll, Kimberley Priebe and John Hunt made this year's President's List

  • By: IE Staff
  • September 23, 2021 September 23, 2021
  • 13:20
man opening curtain to reveal something

FP Canada honoured the former president and CEO for his contributions to the profession

  • By: IE Staff
  • September 15, 2021 September 15, 2021
  • 12:49
School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

First-time writers outdid their peers, with a pass rate of 73%

  • By: IE Staff
  • July 22, 2021 July 22, 2021
  • 16:49
a woman looking at her computer

The rules are designed to set clear expectations for planners who use technology in their practices

  • By: IE Staff
  • July 13, 2021 July 13, 2021
  • 12:23