Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
Worldwide collaboration strengthens standards and advocacy, and leverages leadership
259 people wrote the exam
Lack of personalized advice created a void filled by negative returns, the latest survey says
FP Canada and the IQFP released their 2023 guidelines for inflation and returns
Also, QAFP certification has been streamlined
Technical, professional and interpersonal skills are key to help clients achieve financial wellness
Firms are scrambling to set up back-office systems and internal procedures for the complex accounts