Financial Planning Standards Council – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 10 Nov 2022 22:06:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial Planning Standards Council – Investment Executive https://www.investmentexecutive.com 32 32 Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-19/ Thu, 10 Nov 2022 16:50:02 +0000 https://www.investmentexecutive.com/?p=455254 A variety of announcements were released

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]]> Judges disagree over fiduciary duty claim https://www.investmentexecutive.com/news/from-the-regulators/judges-disagree-over-fiduciary-duty-claim/ Tue, 01 Mar 2022 21:00:33 +0000 https://www.investmentexecutive.com/?p=440230 Majority dismisses appeal, rejects proposed class action

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]]> Industry applauds Ontario’s pledge to regulate planner, advisor titles https://www.investmentexecutive.com/news/from-the-regulators/industry-applauds-ontarios-pledge-to-regulate-planner-advisor-titles/ Fri, 12 Apr 2019 15:46:42 +0000 https://www.investmentexecutive.com/?p=380111 It remains to be seen what credentials the titles would require

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]]> One in five Canadians will need to liquidate an asset to pay for debt: survey https://www.investmentexecutive.com/news/industry-news/one-in-5-canadians-will-need-to-liquidate-an-asset-to-pay-for-debt-survey/ Wed, 13 Mar 2019 14:20:18 +0000 https://www.investmentexecutive.com/?p=378209 Many indebted Canadians are thinking of taking on further leverage

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]]> FPSC names Ralph Vizl chief strategy officer https://www.investmentexecutive.com/news/industry-news/fpsc-names-ralph-vizl-chief-strategy-officer/ Mon, 04 Feb 2019 15:46:47 +0000 https://www.investmentexecutive.com/?p=375487 Along with driving the strategic direction of FP Canada, Vizl will head the FP Canada Institute

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]]> Financial planning’s persistent rise https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/financial-plannings-persistent-rise/ Mon, 21 Jan 2019 05:05:00 +0000 https://www.investmentexecutive.com/?p=373115 As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

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]]> Record numbers took November CFP exam https://www.investmentexecutive.com/news/industry-news/record-numbers-took-november-cfp-exam/ Fri, 18 Jan 2019 17:19:08 +0000 https://www.investmentexecutive.com/?p=373201 The 563 candidates were the most since the FPSC implemented enhanced requirements in 2010

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]]> Turbulent markets require a professional touch https://www.investmentexecutive.com/inside-track_/cary-list/turbulent-markets-require-a-professional-touch/ Mon, 14 Jan 2019 11:00:36 +0000 https://www.investmentexecutive.com/?p=370133 Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility

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]]> FPSC panel releases revised standards of professional responsibility https://www.investmentexecutive.com/news/industry-news/fpsc-panel-releases-revised-standards-of-professional-responsibility/ Tue, 11 Dec 2018 19:30:14 +0000 https://www.investmentexecutive.com/?p=360016 New “duty of loyalty” for financial planners replaces “client first” principle

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]]> FPSC unveils new FP Canada details, introduces QAFP designation https://www.investmentexecutive.com/news/industry-news/fpsc-unveils-new-fp-canada-details-introduces-qapf-designation/ Mon, 26 Nov 2018 17:56:54 +0000 https://www.investmentexecutive.com/?p=359519 Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

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