Professional body needed to uphold financial planning standards, says FPSC chief
Focus the retirement planning conversation on four keys areas
Winners of the competition will receive a trip to FPA Experience in Orlando
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including: the economic outlook; how to restore trust in the financial system; and regulatory changes, notably the proposed fiduciary duty for financial advisors. He spoke at the CIFPs annual conference in Niagara Falls, Ont.
Financial planning association will host its 11th national conference in Niagara Falls, Ont.
Study finds that even with a financial plan Canadians fret about what an emergency would do to their finances
Believing you understand your clients’ goals is not enough
Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia
Brokerage firms and their advisors are putting a greater emphasis on making sure that their clients have financial plans. One advisor says financial planning is becoming a “requirement’”
Eight teams of financial services students from six schools competed in the 2013 Case Challenge