Financial planning

Planswell offers platform to advisors Fallback Image Decorative pattern

Industry

Planswell offers platform to advisors

The fintech has been offering clients free financial plans for two years

By Staff |April 23, 2020

1 min read

FP Canada provides flexibility to those seeking CFP certification Fallback Image Decorative pattern

Industry

FP Canada provides flexibility to those seeking CFP certification

Special measures will allow continued pursuit of the CFP designation during the pandemic

By Maddie Johnson |April 17, 2020

1 min read

FP Canada opens nominations for two awards Fallback Image Decorative pattern

Industry

FP Canada opens nominations for two awards

Call for entries for the FP Canada Fellow distinction and the Donald J. Johnston Lifetime Achievement Award

By Staff |April 16, 2020

1 min read

Can these parents-to-be afford a house? Can these parents-to-be afford a house?

Advisor's Edge

Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

By Suzanne Yar Khan |March 27, 2020

9 min read