Keyword: Financial planning

678 results found
Doing Homework

FP Canada surveyed the most recent round of candidates

  • By: IE Staff
  • August 4, 2022 August 4, 2022
  • 15:46
see-saw with king chess piece and pawns

The FCAA consults on an approach that would deviate from Ontario's new title rules

client meeting

Advisors play an essential role in improving client confidence

client meeting

An advisory group will provide input on title regime and oversight

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

students celebrating on graduation day stock photo

International work experience will also be recognized

will and testament signature

Willful will be promoted to personal banking customers

client meeting

Three-year strategic plan aims to support the organization's goal of making financial planning widely accessible by 2030

  • By: IE Staff
  • June 14, 2022 June 14, 2022
  • 16:13

FP Canada releases its latest financial stress index

  • By: IE Staff
  • June 7, 2022 June 7, 2022
  • 13:43

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