Financial planning

FP Canada, CPA Canada synergize with CE, events and credentials FP Canada, CPA Canada synergize with CE, events and credentials

News

FP Canada, CPA Canada synergize with CE, events and credentials

A new agreement provides for collaboration between financial planning and accounting professions

By Michelle Schriver |June 11, 2025

5 min read

Factors of employability for graduates progressing through a career in financial planning in Canada Factors of employability for graduates progressing through a career in financial planning in Canada

Industry

Factors of employability for graduates progressing through a career in financial planning in Canada

Making career paths more clear and entry-level positions more accessible will build a stronger pipeline of future planners

By Raquel Iantorno and Daniel W Richards |June 6, 2025

4 min read

FP Canada says it will continue to examine conduct of financial planners outside their practices FP Canada says it will continue to examine conduct of financial planners outside their practices

News

FP Canada says it will continue to examine conduct of financial planners outside their practices

Allegations of unprofessional LinkedIn posts go before a hearing panel in July

By Michelle Schriver |June 4, 2025

3 min read

Most Canadians want to age in place, but few have planned for it: survey Most Canadians want to age in place, but few have planned for it: survey

News

Most Canadians want to age in place, but few have planned for it: survey

Only 13% of survey participants said they’ve planned for PSW care

By Noushin Ziafati |May 19, 2025

1 min read