Two-staged process will replace single six-hour CFP exam
303 candidates pass
Changes better align certification process with the CFP Professional Competency Profile
Consumers prefer commission-based fees, but this reinforces the “sales” reputation of planners
Student version of Web Advisor program to be available this year
Nearly half pass six-hour exam
Canadian competency profile is basis for global standard
Dalhousie MBA FS tailored to professionals in the financial services industry
Role actuaries expanding to include advice to individual about the management of their financial affairs
Next exam scheduled for June