The degree program will qualify students for FPSC Level 1 Certification in Financial Planning
FPSC survey finds that 39% of Canadians feel they don’t have their financial futures under control
Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners
Financial planners and financial advisors need to embrace soft skills to succeed in the future
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
With the release of the federal government’s proposed tax changes affecting private corporations, business-owner clients will need to take steps to mitigate the potential impact
This generation is concerned with debt repayment as opposed to saving for retirement, even though they have concerns about affording retirement
A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious problems down the road
Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week