Sign in x

Two new technology rules for financial planning professionals

Megaphone
Visibility360, PDF version to share
By The IJ Staff | Sept. 13, 2021, 8:04 a.m.
Flash | FP CANADA | Regulation | Technology | Wealth management | Financial planning 

Photo: Freepik | pressfoto

Megaphone
The FP Canada Financial Planning Standards Council published a notice on two new rule additions to its Standards of Professional Responsibility for CFP and QAFP professionals.

This article is reserved to PRO Level subscribers

Discover the PRO Level
Advertisement
The most popular in Investment
Sanctions for pre-signed forms levied against former Fredericton rep
Pension funding rises in March
Insurers express increased appetite for private market investments
Megaphone

Make your business shine with Visibility360!

Get a PDF version to share in your networks.

I'm interested
Headlines
Finance and insurance contribute to gross domestic product growth in February
National pharmacare: little consideration for insurers' contributions
Global insured catastrophe losses expected to grow
Advertisement
Related topics …
Flash
FP CANADA
Regulation
Technology
Wealth management
Financial planning