FP Canada releases competence, professionalism and ethical conduct guidelines

The non-profit will continue with exam flexibility for candidates.

SOCIETY | August 28 2023 10:16AM
New planning projection guidelines published

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

SOCIETY | May 02 2023 04:59PM
Technology: Imperative for financial planners to become “agents of change”

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

INVESTMENT | November 28 2022 10:48AM
Task force launched to explore technology’s impact on financial planning

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

SOCIETY | October 21 2022 10:46AM
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
2021 projection guidelines released for planners

FP Canada and the Institut québécois de planification financière released the guidelines jointly.

INVESTMENT | April 29 2021 04:00PM
FP Canada publishes response to FSRA’s proposed title protection rule

FP Canada is the latest industry member to publish its response to the Financial Services Regulatory Authority of Ontari…

INVESTMENT | November 19 2020 12:29PM