Financial planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 03 May 2024 21:48:43 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial planning – Investment Executive https://www.investmentexecutive.com 32 32 OSC to increase focus on DIY investors https://www.investmentexecutive.com/news/from-the-regulators/osc-to-increase-focus-on-diy-investors/ Fri, 03 May 2024 21:04:50 +0000 https://www.investmentexecutive.com/?p=485207 The regulator also wants to toughen enforcement and see better advice given at banks

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]]> Title protection in Canada must put consumers first https://www.investmentexecutive.com/inside-track_/tashia-batstone/title-protection-in-canada-must-put-consumers-first/ Thu, 25 Apr 2024 20:00:15 +0000 https://www.investmentexecutive.com/?p=484786 Opinion: To provide clarity and protection to the public, the way forward requires transparency

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]]> CIFP sues FP Canada for agreement breach, trade libel https://www.investmentexecutive.com/news/industry-news/cifp-sues-fp-canada-for-agreement-breach-trade-libel/ Thu, 18 Apr 2024 19:40:04 +0000 https://www.investmentexecutive.com/?p=484284 Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

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]]> FP Canada announces CFP exam results for February https://www.investmentexecutive.com/news/industry-news/fp-canada-announces-cfp-exam-results-for-february/ Fri, 12 Apr 2024 19:12:15 +0000 https://www.investmentexecutive.com/?p=483697 Pass rate for first timers was 72%

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]]> Title protection harmonization faces bumpy road https://www.investmentexecutive.com/news/industry-news/title-protection-harmonization-faces-bumpy-road/ Fri, 12 Apr 2024 12:53:31 +0000 https://www.investmentexecutive.com/?p=483394 As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

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]]> Pay down debt or buy that mutual fund? https://www.investmentexecutive.com/news/industry-news/pay-down-debt-or-buy-that-mutual-fund/ Tue, 09 Apr 2024 20:07:00 +0000 https://www.investmentexecutive.com/?p=483417 A Mercer report analyzes impact of interest rates on different generations' financial decisions

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]]> FP Canada names top scorers on latest QAFP exam https://www.investmentexecutive.com/news/industry-news/fp-canada-names-top-scorers-on-latest-qafp-exam/ Thu, 04 Apr 2024 20:56:45 +0000 https://www.investmentexecutive.com/?p=483203 Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

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]]> FSRA approves another credential for FP title use https://www.investmentexecutive.com/news/industry-news/fsra-approves-another-credential-for-fp-title-use/ Fri, 22 Mar 2024 19:06:59 +0000 https://www.investmentexecutive.com/?p=482600 Regulator has now accepted six credentials for "financial planner"

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]]> Empowering women as clients and as financial planning professionals https://www.investmentexecutive.com/inside-track_/tashia-batstone/empowering-women-as-clients-and-as-financial-planning-professionals/ Mon, 04 Mar 2024 20:00:18 +0000 https://www.investmentexecutive.com/?p=481493 The profession plays a key role through meaningful advice, inclusivity

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]]> Research finds connection between financial planning and mental health https://www.investmentexecutive.com/news/research-and-markets/research-finds-connection-between-financial-planning-and-mental-health/ Wed, 28 Feb 2024 19:25:42 +0000 https://www.investmentexecutive.com/?p=481241 Active listening and asking the right questions are key to checking on clients' sense of well-being

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