FP Canada – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 13 Sep 2024 19:19:51 +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 FP Canada – Investment Executive https://www.investmentexecutive.com 32 32 Planners receive guidance on withdrawing services, making referrals https://www.investmentexecutive.com/news/industry-news/planners-receive-guidance-on-withdrawing-services-making-referrals/ Fri, 13 Sep 2024 19:19:51 +0000 https://www.investmentexecutive.com/?p=492720 FP Canada clarifies financial planners' obligations when client relationships end

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]]> Canadians must be educated about financial planning qualifications https://www.investmentexecutive.com/inside-track_/tashia-batstone/canadians-must-be-educated-about-financial-planning-qualifications/ Mon, 24 Jun 2024 20:00:54 +0000 https://www.investmentexecutive.com/?p=488343 Understanding the skills and competencies to look for in a financial planner empowers the public

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]]> Complaints up, suspensions down for financial planners in 2023 https://www.investmentexecutive.com/news/industry-news/complaints-up-suspensions-down-for-financial-planners-in-2023/ Fri, 14 Jun 2024 19:06:27 +0000 https://www.investmentexecutive.com/?p=487811 FP Canada Standards Council released its annual enforcement activity

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]]> Title protection in Canada must put consumers first https://www.investmentexecutive.com/inside-track_/tashia-batstone/title-protection-in-canada-must-put-consumers-first/ Thu, 25 Apr 2024 20:00:15 +0000 https://www.investmentexecutive.com/?p=484786 Opinion: To provide clarity and protection to the public, the way forward requires transparency

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]]> FP Canada announces CFP exam results for February https://www.investmentexecutive.com/news/industry-news/fp-canada-announces-cfp-exam-results-for-february/ Fri, 12 Apr 2024 19:12:15 +0000 https://www.investmentexecutive.com/?p=483697 Pass rate for first timers was 72%

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]]> FP Canada calls for fee fairness under title protection https://www.investmentexecutive.com/news/from-the-regulators/fp-canada-calls-for-fee-fairness-under-title-protection/ Tue, 26 Sep 2023 19:48:39 +0000 https://www.investmentexecutive.com/?p=472227 FSRA's fee rule for credentialing bodies exempts CIRO from full costs

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]]> FP Canada’s revenue mixed in 2022–23 https://www.investmentexecutive.com/news/industry-news/fp-canadas-revenue-mixed-in-2022-23/ Fri, 22 Sep 2023 19:16:06 +0000 https://www.investmentexecutive.com/?p=472094 Certification fees accounted for 70% of income

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]]> FP Canada names top CFP exam writers from May https://www.investmentexecutive.com/news/people/fp-canada-names-top-cfp-exam-writers-from-may/ Thu, 17 Aug 2023 16:52:13 +0000 https://www.investmentexecutive.com/?p=470220 A total of 406 people wrote the exam

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]]> Suspensions up for financial planners in 2022 https://www.investmentexecutive.com/news/industry-news/suspensions-up-for-financial-planners-in-2022/ Wed, 16 Aug 2023 20:55:04 +0000 https://www.investmentexecutive.com/?p=470203 The FP Canada Standards Council released its annual enforcement activity

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]]> FSRA details oversight for planner and advisor titles https://www.investmentexecutive.com/news/from-the-regulators/fsra-details-oversight-for-planner-and-advisor-titles/ Thu, 10 Aug 2023 19:36:46 +0000 https://www.investmentexecutive.com/?p=469894 Regulator sets supervisory priorities for credential providers

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