Special exemption for industry’s self-regulator called out as being counter to the public interest.
Certified Financial Planner and Qualified Associate Financial Planner exams held three times each year.
Figures for making long-term projections, updated by standards organizations, effective April 30.
New research finds accelerated withdrawal strategies aren’t always as valuable as expected.
New content, competency profiles and exam weightings apply beginning in May and June 2024.
Honours recognizing contributions to financial planning may not be awarded every year.
Technical education available for the first time ever in end-to-end offering from oversight body.