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
Education program fees increased by 38%
Province harmonizes with Ontario on education
"Factually novel" case involves off-duty conduct
Regulator releases business plan and strategic priorities
Candidates from underrepresented groups and with financial need can apply
Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence