Diversity, equity and inclusion are essential to enhancing access to financial planning
International work experience will also be recognized
Willful will be promoted to personal banking customers
Three-year strategic plan aims to support the organization's goal of making financial planning widely accessible by 2030
FP Canada releases its latest financial stress index
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
Technology investment alone is not a panacea
A new benchmark will track the "disconcerting" gaps in financial trust, access and well-being
Plus, find out how your firm rated on overall investor satisfaction
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners