FP Canada

FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection

Industry News

FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection

Projected returns slightly lower for equities, fixed income compared to last year's guidelines

By Staff |April 16, 2026

2 min read

FP Canada reviewing QAFP designation FP Canada reviewing QAFP designation

Industry

FP Canada reviewing QAFP designation

The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver

By Kevin Press |April 2, 2026

3 min read

In Ontario, FP credential holders up nearly 10% over two years In Ontario, FP credential holders up nearly 10% over two years

Regulation

In Ontario, FP credential holders up nearly 10% over two years

Transition period for protected "financial planner" title ends on March 28

By Michelle Schriver |March 25, 2026

2 min read

FP Canada releases QAFP exam results for February FP Canada releases QAFP exam results for February

Industry

FP Canada releases QAFP exam results for February

Exam sitting was the last before title protection transition period ends

By Staff |March 18, 2026

1 min read