More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension
Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs
A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
Judges will review submitted financial plans to determine which one creates the greatest value for the client
36% of Canadians surveyed lied about financial matter to partner: poll
The CFP examination was written by 473 candidates — the highest number since 2010
Planswell currently operates in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia
Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into