Keyword: Financial planning

678 results found

Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada

  • By: Leah Golob
  • June 1, 2018 October 11, 2019
  • 14:00

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • By: Cary List
  • May 28, 2018 November 10, 2019
  • 06:00

Committee member will provide the Quebec regulator with feedback on the insurance and financial planning sectors

This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

The majority of Canadians surveyed have at least one financial regret

FPSC and IQPF update long-term projections for financial planners

Policy-makers called on to do more than they’re proposing

Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension