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Working with diverse client groups

There are real barriers to financial planning that some would-be clients face.

LIFE INSURANCE | May 16 2022 09:00AM
Financial planning projection assumption guidelines released

FP Canada and the IQPF jointly released the 2022 Projection Assumption Guidelines and Addendum for professional financia…

INVESTMENT | April 29 2022 10:05AM
Top scoring financial planning exam takers recognized

FP Canada has announced the recipients of the QAFP Exam Award of Merit for the February 2022 exam.

LIFE INSURANCE | April 27 2022 03:52PM
Title protection: Regulator to focus on education over enforcement in first year

The Financial Services Regulatory Authority of Ontario (FSRA) discussed details of its new title protection framework at…

SOCIETY | April 26 2022 02:40PM
Standards of Professional Responsibility amended

The changes to FP Canada Standards Council Standards of Professional Responsibility focus in part on greater transparenc…

SOCIETY | April 22 2022 10:35AM
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Ontario regulator approves two credentialing bodies

The two organizations have the authority to grant FSRA-approved credentials that permit individuals to use the titles of…

SOCIETY | April 12 2022 10:19AM
Certified Financial Planner exam results released

FP Canada announced the results for the February sitting of the Certified Financial Planner exam.

LIFE INSURANCE | April 11 2022 10:17AM