Number of certified planners in Canada grows following completion of October exams.

Firm reports 82.5 per cent pass rate among those challenging most recent exam.

Financial planners can either be a driver or a passenger on the road to future development of the tech industry, a confe…

Convenience payments made using credit cards just one example cited in new consumer survey.

Organizations explore how technology can enhance planning and increase Canadian’s access to it.

Top Certified Financial Planner exam candidates added to president’s list.

The Canadian Securities Institute's Designated Financial Services Advisor (DFSA) designation can now be a credential for…