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Keyword: Financial planning

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Understanding the skills and competencies to look for in a financial planner empowers the public

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FP Canada Standards Council released its annual enforcement activity

  • By: IE Staff
  • June 14, 2024 June 14, 2024
  • 15:06
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Agent deemed unsuitable after deceiving regulators about continuing education

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Support for both financial planning and succession planning by advisors remain areas of interest

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Designation holders have six months to obtain a different credential to use the financial advisor title

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Financial planners now have requirements related to trusted contacts, conflicted roles

Agreement win-win

Combined firm will serve about 200 current and retired pro hockey players

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The regulator also wants to toughen enforcement and see better advice given at banks

Retirees

Opinion: To provide clarity and protection to the public, the way forward requires transparency

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Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection