Financial Advisors: Learn How To Create a Financial Planning Process in One Hour

Let’s begin by discussing the underlying reasons for financial planning. Although we recognize its benefits for clients, it’s important to consider the genuine value of implementing a financial planning process for you and your practice. It’s widely understood that investment and insurance products constitute the implementation aspect of financial planning. However, without a solid plan, […]

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FP Canada Standards Council’s New Tech Rules

Did you know that there are new technology rules for Financial Planners?   In July 2021, the FP Canada Standards Council added two new rules to their Standards of Professional Responsibility.   Certified financial planners (CFPs) & qualified associate financial planners (QAFPs) have some new expectations and requirements pertaining to the technology they use as […]

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