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

Look for industry-recognized designations such as Certified Financial Planner (CFP), which signifies rigorous testing on a broad spectrum of financial concepts and a commitment to ongoing education.

A study conducted in the spring revealed a striking statistic—83 per cent of Canadians have concerns about what will happen ...

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right one for your needs. Working with a financial advisor or financial planner can ...

Advisor.ca asked advisors to create financial plans for two sample clients with four of the most used financial planning and analysis software programs in 2024. One client family is a mid-career ...

Advisor.ca asked advisors to create financial plans for two sample clients with four of the most-used financial planning and analysis software in 2024. One client family is a mid-career couple with a ...

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.

Discover the real challenges new advisors face in their first year, from client acquisition struggles and tight margins to branding hurdles and emotional ups and downs.

Here’s a look at what a CFP does, how their services compare to other types of financial planners, how to become a CFP yourself and when it makes sense to work with a CFP.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...