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FP Canada updates certification requirements

Changes include greater recognition of international experience.

INVESTMENT | July 11 2022 09:30AM
FP Canada publishes three-year strategic plan

Government engagement part of certification and oversight organization’s stated goals.

INVESTMENT | June 16 2022 09:39AM
The Canadian Institute of Financial Planning joins list of credentialing bodies

There are now four credentialing bodies in Ontario who can grant and oversee the titles of Financial Planner and Financi…

INVESTMENT | June 10 2022 09:20AM
Long-term financial well-being causing concerns for many Canadians

New FP Canada stress index indicates that money is the top source of stress for 38 per cent of Canadians.

SOCIETY | June 08 2022 10:30AM
Top Certified Financial Planner exam-takers recognized

Two CFP candidates from Ontario and one from B.C. have joined FP Canada's President's List.

LIFE INSURANCE | May 19 2022 02:56PM
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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