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
The regulator intends to be a credentialing body under the province's title protection regime
Educational division will develop technical curriculum under Alexandra Macqueen's leadership
Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"
Leverage these tips to address planning and income needs
The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite
Helping women achieve their goals
Here are six ways to demonstrate value to clients