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Company: FP Canada

84 results found
office technology investment

Advisors face a host of challenges integrating new tech

young woman with question mark on a gray background

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08
blurred lights on stage, drama theatre show background

Brett Millard and Jason Pereira were recognized for advancing financial planning

  • By: IE Staff
  • November 10, 2022 November 10, 2022
  • 17:41
Doing Homework

FP Canada surveyed the most recent round of candidates

  • By: IE Staff
  • August 4, 2022 August 4, 2022
  • 15:46
blurred lights on stage, drama theatre show background

Melissa Laursen, Laura Wierzbicki and Adam Malcolm received the QAFP exam award of merit

  • By: IE Staff
  • July 27, 2022 July 27, 2022
  • 13:11
students celebrating on graduation day stock photo

International work experience will also be recognized

client meeting

Three-year strategic plan aims to support the organization's goal of making financial planning widely accessible by 2030

  • By: IE Staff
  • June 14, 2022 June 14, 2022
  • 16:13
Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

FP Canada releases its latest financial stress index

  • By: IE Staff
  • June 7, 2022 June 7, 2022
  • 13:43
photo of business partners hands applauding

The certification body’s latest President’s List honoured February candidates

  • By: IE Staff
  • May 19, 2022 May 19, 2022
  • 10:56
client meeting

FP Canada and the IQPF released their 2022 guidelines

  • By: IE Staff
  • April 28, 2022 April 28, 2022
  • 15:48