Vast majority also back a best interest standard
CFP and FPSC level 1 examinations take place across Canada June 2
The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data
Activities aim to inspire Canadians to take positive planning action toward financial and emotional well-being
But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice
The next writing of the two exams needed in the process to obtain the CFP designation take place on Nov. 25, exactly a month after the registration deadline
Simon Couvrette, Melissa Loiselle and Marc Sherman received the highest marks of the 421 candidates who wrote the national CFP exam this past June
More clarity needed on best interests standard
More than 70% of advisors who wrote exams in various stages of the process to become a certified financial planner passed in June
The new “standards panel” will include members of the public who have a keen interest in financial planning in addition to CFPs with significant expertise