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Breaking down barriers to financial planning access

Professional planners have a vital role to play in helping underserved Canadians

old way, new way

A time of transition for the financial planning profession

Financial planners continue to adapt to a whirlwind of new developments in recent years

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To deliver value, financial planners must move beyond tech assumptions

It’s time to dig deeper to understand how Canadians want to receive financial planning advice

client meeting

Canadians must be educated about financial planning qualifications

Understanding the skills and competencies to look for in a financial planner empowers the public

U.S. Supreme Court upholds a tax on foreign income

Justices left in place provision of 2017 tax law expected to generate $340 billion, mainly from foreign subsidiaries of domestic corporations

Retirees

Title protection in Canada must put consumers first

Opinion: To provide clarity and protection to the public, the way forward requires transparency

Partners discussing new plans

Empowering women as clients and as financial planning professionals

The profession plays a key role through meaningful advice, inclusivity

Human and technology concept. Human resources. Communication network.

In a digital landscape, financial planning relationships matter

Make the most of tech while building trust with clients

How financial planners can ease financial vulnerability

World Financial Planning Day offers opportunity to consider the profession’s critical role

Is financial planning ready for a new generation?

Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

Glass globe on newspaper

The promise of a global financial planning profession

Worldwide collaboration strengthens standards and advocacy, and leverages leadership

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Building financial planning skills to build client trust

Technical, professional and interpersonal skills are key to help clients achieve financial wellness

key to success

Financial planners are key to building financial resilience

A crucial measure of Canadians’ financial health has weakened, but together we can strengthen it

advisor client technology

Financial planning and digital transformation: It’s time to act

Realizing technology’s full potential for the profession requires a thoughtful, proactive approach

Building a financial planning workforce for the future

It’s time to talk about attracting new talent to the profession

Imagining financial wellness for all Canadians

Diversity, equity and inclusion are essential to enhancing access to financial planning

A new era of clarity in Ontario

With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act

The key role of planners during challenging times

Inflation, rising interest rates and market volatility have significant impacts for Canadians

Breaking down the barriers to seeking financial advice

Consumer confidence is key to drive behaviour

man using mobile phone

Tech is a force for transformation, inclusion

Financial planning is changing amid digitization

advisor with client

Democratization: The future of financial planning

We need to focus on ensuring all Canadians have access to sound financial advice

diverse group of advisors

Toward an inclusive future for all Canadians

Financial planners must embrace the opportunity to think beyond the current communities they serve