Financial planning

FP Canada fielded 66 complaints, conducted 11 hearings in 2020 FP Canada fielded 66 complaints, conducted 11 hearings in 2020

Industry

FP Canada fielded 66 complaints, conducted 11 hearings in 2020

The certification body released its annual statistics, achievements and priorities

By Staff |July 30, 2021

2 min read

CFP exam pass rate was 67% in May CFP exam pass rate was 67% in May

Industry

CFP exam pass rate was 67% in May

First-time writers outdid their peers, with a pass rate of 73%

By Staff |July 22, 2021

1 min read

Conquest Planning raises $7.5M to accelerate growth Fallback Image Decorative pattern

Industry

Conquest Planning raises $7.5M to accelerate growth

Power Corp. affiliate Portage Ventures is among the startup's investors

By Staff |July 21, 2021

1 min read

FP Canada Standards Council introduces new technology rules FP Canada Standards Council introduces new technology rules

Industry

FP Canada Standards Council introduces new technology rules

The rules are designed to set clear expectations for planners who use technology in their practices

By Staff |July 13, 2021

1 min read