Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma
Regulator has now accepted six credentials for "financial planner"
The profession plays a key role through meaningful advice, inclusivity
Active listening and asking the right questions are key to checking on clients' sense of well-being
Improved proficiency for financial advisors still on the table amid persistent demand
The CPP now includes a new, second earnings ceiling
The sitting was the largest this year, with more in-person candidates
Make the most of tech while building trust with clients
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
The October sitting had 57 candidates