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
Over a quarter of Canadians plan to make a money-related resolution this year
The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology