Advisor education – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 02 Oct 2023 21:12:23 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Advisor education – Advisor's Edge https://phoenix.advisor.ca 32 32 Picking apart the idea of a stock-picker’s market https://phoenix.advisor.ca/my-practice/continuing-education/picking-apart-the-idea-of-a-stock-pickers-market/ Mon, 02 Oct 2023 21:12:23 +0000 https://www.advisor.ca/?p=231231 Evidence doesn’t support active management, so why do some advisors?

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FP Canada’s revenue mixed in 2022–23 https://phoenix.advisor.ca/news/industry-news/fp-canadas-revenue-mixed-in-2022-23/ Fri, 22 Sep 2023 19:11:32 +0000 https://www.advisor.ca/?p=231041 Certification fees accounted for 70% of income

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Addressing advisors’ misguided beliefs https://phoenix.advisor.ca/my-practice/continuing-education/addressing-advisors-misguided-beliefs/ Tue, 19 Sep 2023 14:51:17 +0000 https://www.advisor.ca/?p=230827 Opinion: Here are three ideas to promote evidence-based practices

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Edward Jones tries out teams https://phoenix.advisor.ca/news/industry-news/edward-jones-tries-out-teams/ Thu, 14 Sep 2023 16:58:56 +0000 https://www.advisor.ca/?p=230762 The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

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FP Canada names top CFP exam writers from May https://phoenix.advisor.ca/news/industry-news/fp-canada-names-top-cfp-exam-writers-from-may/ Thu, 17 Aug 2023 16:45:41 +0000 https://www.advisor.ca/?p=229803 A total of 406 people wrote the exam

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No post-secondary diploma? QAFP certification still possible https://phoenix.advisor.ca/news/industry-news/no-post-secondary-diploma-qafp-certification-still-possible/ Thu, 13 Jul 2023 19:23:13 +0000 https://www.advisor.ca/?p=228591 Candidates with five years' financial planning–related experience can qualify, FP Canada says

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CIRO proposes nixing courses in new proficiency model https://phoenix.advisor.ca/news/industry-news/ciro-proposes-nixing-courses-in-new-proficiency-model/ Fri, 07 Jul 2023 18:06:19 +0000 https://www.advisor.ca/?p=228226 No more pencils, no more books: the self-regulatory organization proposes to focus on exams instead

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FSRA extends timeline for approving title credentialing bodies through 2023 https://phoenix.advisor.ca/news/industry-news/fsra-extends-timeline-for-approving-title-credentialing-bodies-through-2023/ Wed, 05 Jul 2023 18:43:01 +0000 https://www.advisor.ca/?p=228117 The regulator said those who use titles require more time to comply with the framework

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The pros and cons of professional associations https://phoenix.advisor.ca/news/industry-news/the-pros-and-cons-of-professional-associations/ Tue, 20 Jun 2023 10:00:30 +0000 https://www.advisor.ca/?p=226606 Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

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New Brunswick passes title protection legislation https://phoenix.advisor.ca/news/industry-news/new-brunswick-passes-title-protection-legislation/ Mon, 19 Jun 2023 15:32:37 +0000 https://www.advisor.ca/?p=226898 Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"

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