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Keyword: Client education

18 results found
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.

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

Rear view of a business woman math problems calculations black chalk board

Framework is designed to help develop and implement education programs

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

IFIC's annual investor survey sheds light on how CRM2 cost reporting impacts your client

Bitcoin Electronic Crypto Currency Exchange Concept Illustration

The OSC and AMF will participate in the week-long campaign

45720671 - woman working in home office hand on keyboard close up

For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.