Keyword: Financial planning

658 results found
Business man writing a test

The sitting was the largest this year, with more in-person candidates

  • By: IE Staff
  • December 19, 2023 December 19, 2023
  • 12:27
Human and technology concept. Human resources. Communication network.

Make the most of tech while building trust with clients

Couple getting financial retirement advice from consultant at home

In a client scenario, an advisor fails to plan for an estate’s tax liabilities

Doing Homework

The October sitting had 57 candidates

  • By: IE Staff
  • November 30, 2023 November 30, 2023
  • 15:10
Bond counselling

Investor survey highlights risks of confusion over titles and proficiency

African businessman holding letter reading bad bank news about debt

IG Wealth Management's annual index showed fears about the economy weighing on Canadians

  • By: IE Staff
  • November 28, 2023 November 28, 2023
  • 11:45
Arrow cube

Households are facing the dual drags of inflation and higher interest rates, report says

new rules

The certification body also proposed a "monitor and review" practice standard

  • By: IE Staff
  • November 14, 2023 November 14, 2023
  • 15:40
the easy path or the difficult path

Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies

woman working on laptop

Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans