Financial planning

Former CFA Institute president joins FMI board Fallback Image Decorative pattern

Industry

Former CFA Institute president joins FMI board

Paul Smith will help the accreditation body expand its reach and profile

By Staff |December 1, 2021

1 min read

Effective planning includes updating beneficiary designations Fallback Image Decorative pattern

Planning and Advice

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

By Michelle Schriver |November 26, 2021

3 min read

How to better serve a diverse clientele How to better serve a diverse clientele

Planning and Advice

How to better serve a diverse clientele

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

By Daniel Calabretta |November 24, 2021

3 min read

FP Canada announces results from October QAFP exam Fallback Image Decorative pattern

Industry

FP Canada announces results from October QAFP exam

Compared to May, the pass rate was down, and more candidates wrote the exam

By Staff |November 17, 2021

1 min read