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Browsing Tag

FP Canada

7 posts
CCanada
FP Canada™ Launches Second Year of Diversity in Action Scholarship
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FP Canada™ Launches Second Year of Diversity in Action Scholarship

  • June 16, 2026
The initiative reflects FP Canada’s ongoing efforts to expand access to financial planning careers and support a more…
PPersonal finance
Arrow up
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Complaints, permanent bans up for financial planners in 2025

  • May 30, 2026
Complaints and permanent bans were both up for financial planners last year, based on the FP Canada Standards…
CCanada
FP Canada Standards Council™ Releases its 2025 Report
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FP Canada Standards Council™ Releases its 2025 Report

  • May 27, 2026
The report underscores the Standards Council’s continued role in setting, maintaining, and enforcing standards for CFP® professionals and…
PPersonal finance
FP Canada reviewing QAFP designation
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FP Canada reviewing QAFP designation

  • May 20, 2026
FP Canada reviewing QAFP designation | Advisor.ca …
PPersonal finance
a man on a precipice
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FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection

  • April 18, 2026
Canadian equities and U.S. equities are projected to return 6.3% and 6.4%, respectively, down from 6.6% in last…
CCanada
FP Canada trims return projections and adds a new wildcard for planners
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FP Canada lowers projected returns, adds shelter assumption in 2026 guidelines

  • April 17, 2026
None of these moves are dramatic on their own, but they add up. For advisors building retirement projections…
PPersonal finance
5 signs your retirement fund is on solid footing — how to feel truly confident about your finances in 2026
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5 signs your retirement fund is on solid footing — how to feel truly confident about your finances in 2026

  • January 30, 2026
Happy retired couple biking If you’re heading into retirement with a sense of dread, you’re far from alone.…
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