Expert committee to provide key recommendations
A new document from the FPSC and the IQPF may provide a way to harmonize financial planning standards for financial planners across the industry
Volunteer financial coaches wanted in Toronto
Fewer than half of Canadians understand the difference between a financial planner and a financial advisor, survey finds
Winners will receive a trip to the Financial Planning Association’s annual conference in Boston
IQPF and FPSC have established a unified code of ethical and practice standards to which individuals holding the F.Pl. and CFP designations should abide
Many women face challenges in their personal and professional lives that can have a negative impact on their finances
Participants had two hours to create a financial plan for a widowed father with two children
A review of the key types of trusts and how they are used in financial planning
If Ontario were to merge these two regulatory bodies, it could provide financial planners with a more streamlined regulatory system