Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ Canada's news source for financial professionals Wed, 26 Nov 2025 14:05:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ 32 32 FP Canada names its first diversity scholarship recipients https://www.investmentexecutive.com/news/fp-canada-names-its-first-diversity-scholarship-recipients/ Wed, 26 Nov 2025 14:05:17 +0000 https://www.investmentexecutive.com/?p=526333 Recipients can enroll in an FP Canada Institute CFP or QAFP program at no cost

The post FP Canada names its first diversity scholarship recipients appeared first on Investment Executive.

]]> Financial planners take on finfluencers — Bessner-style https://www.investmentexecutive.com/news/financial-planners-take-on-finfluencers-bessner-style/ Fri, 21 Nov 2025 14:43:55 +0000 https://www.investmentexecutive.com/?p=525998 At FP Canada conference, Ellen Bessner offered tips on serving younger clients

The post Financial planners take on finfluencers — Bessner-style appeared first on Investment Executive.

]]> FP Canada posts positive 2024–25 results as fee revenue grows https://www.investmentexecutive.com/news/fp-canada-posts-positive-2024-25-results-as-fee-revenue-grows/ Mon, 03 Nov 2025 19:26:44 +0000 https://www.investmentexecutive.com/?p=524395 Education program fees increased by 38%

The post FP Canada posts positive 2024–25 results as fee revenue grows appeared first on Investment Executive.

]]> N.B.’s title protection drops enhanced educational requirement for financial advisors https://www.investmentexecutive.com/news/n-b-s-title-protection-drops-enhanced-educational-requirement-for-financial-advisors/ Mon, 27 Oct 2025 20:57:01 +0000 https://www.investmentexecutive.com/?p=523728 Province harmonizes with Ontario on education

The post N.B.’s title protection drops enhanced educational requirement for financial advisors appeared first on Investment Executive.

]]> Financial planner loses certification over discriminatory social media posts https://www.investmentexecutive.com/news/industry-news/financial-planner-loses-certification-over-discriminatory-social-media-posts/ Fri, 24 Oct 2025 10:00:47 +0000 https://www.investmentexecutive.com/?p=523478 "Factually novel" case involves off-duty conduct

The post Financial planner loses certification over discriminatory social media posts appeared first on Investment Executive.

]]> FSRA continues to explore title protection harmonization https://www.investmentexecutive.com/news/industry-news/fsra-continues-to-explore-title-protection-harmonization/ Tue, 23 Sep 2025 12:37:31 +0000 https://www.investmentexecutive.com/?p=520857 Regulator releases business plan and strategic priorities

The post FSRA continues to explore title protection harmonization appeared first on Investment Executive.

]]> FP Canada to provide annual scholarship to 5 prospective financial planners https://www.investmentexecutive.com/news/industry-news/fp-canada-to-provide-annual-scholarship-to-5-prospective-financial-planners/ Tue, 16 Sep 2025 18:03:07 +0000 https://www.investmentexecutive.com/?p=520336 Candidates from underrepresented groups and with financial need can apply

The post FP Canada to provide annual scholarship to 5 prospective financial planners appeared first on Investment Executive.

]]> The real risk of volatility is in investor overreaction https://www.investmentexecutive.com/soundbites/economy/the-real-risk-of-volatility-is-in-investor-overreaction/ Tue, 26 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518062 Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence

The post The real risk of volatility is in investor overreaction appeared first on Investment Executive.

]]> Transcript: The real risk of volatility is in investor overreaction https://www.investmentexecutive.com/soundbites/transcripts/transcript-the-real-risk-of-volatility-is-in-investor-overreaction/ Tue, 26 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518065 Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence

The post Transcript: The real risk of volatility is in investor overreaction appeared first on Investment Executive.

]]> FP Canada releases CFP, QAFP exam results for June https://www.investmentexecutive.com/news/industry-news/fp-canada-releases-cfp-qafp-exam-results-for-june/ Fri, 08 Aug 2025 08:59:00 +0000 https://www.investmentexecutive.com/?p=517150 Eight in 10 first-time CFP candidates passed

The post FP Canada releases CFP, QAFP exam results for June appeared first on Investment Executive.

]]>