If a client can get all the services they need through a web platform for less money, why would they pay extra for a human advisor?
The new members have backgrounds in financial training, regulation, and wealth management
The president and CEO of the Financial Planning Standards Council explains why he expects fewer people to enter the financial planning profession
CFP-certified Canadian advisors support stricter standards and rules to protect investors
The organization is also in favour of the proposed introduction of a best-interest duty
The guidelines are updated regularly to ensure consistency in long-term financial planning
The data suggests that Canadians are stressed about retirement, but are advisors ready to fill the advice gap?
FPSC has announced the outcome of Level 1 and CFP examinations conducted in November
At a recent FPSC event, President and CEO, Cary List, had some strong words of wisdom for Canada’s financial advisors
President & CEO at the Financial Planning Standards Council, Cary List, explains how advisors can overcome some of the challenges currently facing the industry