Home Client education

Keyword: Client education

22 results found
stressed young couple worries about their finances

Research recommends tackling financial stress by enhancing education and savings

GameStop

It's all fun and games until someone loses their shirt

Block letters spelling fraud, with magnifying glass

New research proposes grassroots, disruptive tactics, as repeat victims tend to ignore traditional warnings

Experts at IFB's virtual summit provide insights on financial stress and anxiety

business woman

This pandemic is an opportunity to build trust by showing clients your value

woman working from home

The financial planning profession needs to ensure all Canadians have access to the advice they need

  • By: Cary List
  • April 17, 2020 April 17, 2020
  • 14:25
businesswoman thinking

The group of regulators is providing tools to address women's longer lifespans and the gender pay gap

Partners discussing new plans

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

  • By: Susan Silma
  • January 29, 2020 January 29, 2020
  • 15:25
Rear view of a business woman math problems calculations black chalk board

Two-thirds of survey respondents failed basic quiz on investing

Female advisor meeting with male client at hotel lobby

Fees and registration are the focus of two CSA campaigns this month