Industry groups urge Ontario Minister of Finance to reject proposed title fee rule

Special exemption for industry’s self-regulator called out as being counter to the public interest.

LIFE INSURANCE | June 12 2023 10:55AM
FP Canada publishes list of top exam challengers

Certified Financial Planner and Qualified Associate Financial Planner exams held three times each year.

SOCIETY | May 25 2023 10:46AM
New planning projection guidelines published

Figures for making long-term projections, updated by standards organizations, effective April 30.

SOCIETY | May 02 2023 04:59PM
Withdrawing early from registered funds not necessarily beneficial

New research finds accelerated withdrawal strategies aren’t always as valuable as expected.

SOCIETY | April 28 2023 10:00AM
FP Canada unveils further changes to curriculum and certification pathways

New content, competency profiles and exam weightings apply beginning in May and June 2024.

SOCIETY | April 20 2023 10:48AM
FP Canada calls for achievement award nominations

Honours recognizing contributions to financial planning may not be awarded every year.

SOCIETY | March 28 2023 10:55AM
FP Canada to become single-source education and certification provider

Technical education available for the first time ever in end-to-end offering from oversight body.

LIFE INSURANCE | March 24 2023 10:30AM