Keyword: Financial planning

676 results found
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FP Canada Standards Council released its annual enforcement activity

  • By: IE Staff
  • June 14, 2024 June 14, 2024
  • 15:06
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Agent deemed unsuitable after deceiving regulators about continuing education

Magnifying glass

Support for both financial planning and succession planning by advisors remain areas of interest

Designation holders have six months to obtain a different credential to use the financial advisor title

Old and new sign

Financial planners now have requirements related to trusted contacts, conflicted roles

Agreement win-win

Combined firm will serve about 200 current and retired pro hockey players

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The regulator also wants to toughen enforcement and see better advice given at banks

Retirees

Opinion: To provide clarity and protection to the public, the way forward requires transparency

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

Pass rate for first timers was 72%

  • By: IE Staff
  • April 12, 2024 April 12, 2024
  • 15:12