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
Determining the risk profile of young investors is more critical than following traditional rules
What happens to the online accounts your clients hold with social-media networks, banks, vendors and other organizations when your clients die or become incapacitated? Failure to plan could result in unpaid bills or identity theft
IFIC supports next steps in review of financial planning and advice
The only way to ensure financial planners can deliver effective, comprehensive and holistic advice is by making structural changes in the way the advice is delivered
Survey by Financial Planning Standards Council draws attention to the impact of financial stress on Canadians