The clampdown includes the sale of unsuitable universal life policies
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
Certification fees accounted for 70% of income
The exemptions were previously slated to end on Nov. 30
The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund
Candidates with five years' financial planning–related experience can qualify, FP Canada says
The province is asking for feedback and comparing other provinces' regulations
Results include action on insurance, title protection complaints
Demonstrate and discuss your regulatory requirements with clients, IFB says
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play