A survey by the Financial Planning Standards Council highlighted the biggest financial strain
The authoritative guide covers what CFP and FPSC Level 1 certificants need to know
The guidelines cover a range of assets and aim to help financial planners make effective long-term projections
The course is consistent with the requirements of a new MFDA policy
Over 60% of CFP exam takers have passed the final test for certification
A financially sustainable retirement is becoming harder to achieve
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