Proposals would focus outside activity reporting, curb duplicate filings and enhance business title reporting
FP Canada gave candidates the option of writing the exam in person or online
Industry raises concerns with proposed standards for advisor, planner titles
Trade group says LLQP should be enough to qualify as an advisor
Regulator proposes minimum competency requirements for advisor, planner titles
The next step is developing rules for who can use "financial planner" and "financial advisor"
Proposal is one of several set out in SRO's priorities for the current year
Having regulations in place by 2021 is probably a “best case” scenario, says the CEO of FSRA
The association's budget submission also makes recommendations on annuities and taxes
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness