Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ Canada's news source for financial professionals Wed, 18 Mar 2026 17:22:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 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 Client calls surge amid heightened geopolitical tensions https://www.investmentexecutive.com/news/client-calls-surge-amid-heightened-geopolitical-tensions/ Wed, 18 Mar 2026 17:22:25 +0000 https://www.investmentexecutive.com/?p=534135 54% of advisors said they have or will tweak portfolios in response

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]]> FP Canada releases QAFP exam results for February https://www.investmentexecutive.com/news/fp-canada-releases-qafp-exam-results-for-february/ Wed, 18 Mar 2026 14:37:30 +0000 https://www.investmentexecutive.com/?p=534111 Exam sitting was the last before title protection transition period ends

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]]> CIFP ends offer of financial-planning credential on equivalency basis — for now https://www.investmentexecutive.com/news/industry-news/cifp-ends-offer-of-financial-planning-credential-on-equivalency-basis-for-now/ Mon, 16 Mar 2026 14:50:58 +0000 https://www.investmentexecutive.com/?p=533552 Whether FSRA deems title protection’s minimum standards to confer equivalency is unclear

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]]> Transcript: Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/transcripts/transcript-real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:50 +0000 https://www.investmentexecutive.com/?p=530510 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy

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]]> Tech roundup: New Canadian crypto analysis app launched https://www.investmentexecutive.com/news/industry-news/tech-roundup-new-canadian-crypto-analysis-app-launched/ Mon, 02 Feb 2026 19:01:52 +0000 https://www.investmentexecutive.com/?p=530069 Plus, new financial planning software gains ground and insurer starts using small language model

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]]> FP Canada lends support to national CPA body https://www.investmentexecutive.com/news/fp-canada-lends-support-to-national-cpa-body/ Mon, 19 Jan 2026 21:44:51 +0000 https://www.investmentexecutive.com/?p=529760 Support reflects commitment to harmonized standards, global influence

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]]> Advisor title regulation in effect for New Brunswick https://www.investmentexecutive.com/news/advisor-title-regulation-in-effect-for-new-brunswick/ Tue, 06 Jan 2026 21:29:53 +0000 https://www.investmentexecutive.com/?p=528808 Credential requirements are being phased in over the next few years

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]]> Tech roundup: New financial planning software launches https://www.investmentexecutive.com/news/industry-news/tech-roundup-new-financial-planning-software-launches/ Mon, 05 Jan 2026 18:30:19 +0000 https://www.investmentexecutive.com/?p=527228 Also, Conquest’s new CEO and new insurance partnership

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]]> 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

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]]> 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

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