Now that you know how to set effective money goals, here are 10 examples of SMART financial goals you can consider setting for the new year. 1. Build an emergency fund ...

1. I make reasonable assumptions Most financial advisors use some type of financial planning software, which has a feature that provides retirement plan projections (e.g., probability of success).

When it comes to the motivations of consumers, it’s easy to rely on narratives that appear frequently in the media. Regarding financial planning, there are many often-repeated assumptions that ...

Do you want to have a Certified Financial Planner designation? Find out what it takes to become one. We’ll cover all that you ...

When we at FP Canada discuss financial resilience, we’re talking about a household’s ability to get through the financial hardships, stressors and shocks that come as a result of unplanned life events ...

For example, in large corporations, investing in AI is a strategic way to optimize performance and future-proof operations.

The planner must also “exercise due care in gathering relevant and appropriate information to help the client make an informed decision around implementation, including the possible use of robo-advice ...

AI financial planning offers powerful automated insights — but nothing replaces the tailored wisdom of human wealth managers.

A financial planning license may not be a prerequisite to obtaining professional designations. For example, if you'd like to become a certified financial planner, you'll need to complete a course ...

In fact, they may result in no product sales whatsoever. Instead, financial planners or financial advisors synthesize information to make well-educated, informed recommendations.

For example, the 2024 table suggests that a woman at age 50 has a 50 per cent chance of living until 92, a 25 per cent chance of living to 96 and a 10 per cent chance of living to 99.

Financial educator Kelley Keehn It can be confusing to pick a planner with the right credentials and investment style—as well as understand their fees, said financial educator Kelley Keehn.