54% of advisors said they have or will tweak portfolios in response
Exam sitting was the last before title protection transition period ends
Whether FSRA deems title protection’s minimum standards to confer equivalency is unclear
Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy
Plus, new financial planning software gains ground and insurer starts using small language model
Support reflects commitment to harmonized standards, global influence
Credential requirements are being phased in over the next few years
Also, Conquest’s new CEO and new insurance partnership
Recipients can enroll in an FP Canada Institute CFP or QAFP program at no cost
At FP Canada conference, Ellen Bessner offered tips on serving younger clients