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Do you want to have a Certified Financial Planner designation? Find out what it takes to become one. We’ll cover all that you ...
FP Canada and the Institut québécois de planification financière (IQPF) have updated their unified set of financial planning definitions and standards, the two organizations said in a release on ...
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 ...
Key takeaways The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The ...
For example, in large corporations, investing in AI is a strategic way to optimize performance and future-proof operations.
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 ...
And if they don't sell any financial products, how do fee-only planners get paid? A. Your question is a good one that I get a lot, Rob—even from people in the industry. So let me explain ...
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 ...
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 ...
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 ...
Financial advisors, by contrast, are more focused on your investments alone; for example, they’re more likely than planners to provide hands-on management of your portfolio.