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 Wed, 06 Sep 2023 20:27:19 +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 Education – Advisor's Edge https://phoenix.advisor.ca 32 32 More post-secondary students rely on parents, stay home to finish school: RBC poll https://phoenix.advisor.ca/news/economic/more-post-secondary-students-rely-on-parents-stay-home-to-finish-school-rbc-poll/ Wed, 06 Sep 2023 16:38:11 +0000 https://www.advisor.ca/?p=230421 Report finds about 45% of students expect to graduate with up to $20,000 in debt, a jump from 30% in 2013

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]]> Back-to-school means RESP withdrawal time https://phoenix.advisor.ca/news/industry-news/back-to-school-means-resp-withdrawal-time/ Thu, 17 Aug 2023 15:52:20 +0000 https://www.advisor.ca/?p=229798 Experts highlight considerations such as portfolio risk level, limits on EAPs

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]]> FP Canada names top QAFP exam writers from June https://phoenix.advisor.ca/news/industry-news/fp-canada-names-top-qafp-exam-writers-from-june/ Thu, 27 Jul 2023 20:16:26 +0000 https://www.advisor.ca/?p=229184 Trio was recognized with award of merit

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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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]]> Canadian investors maintain optimism despite knowledge gaps: Survey https://phoenix.advisor.ca/news/industry-news/canadian-investors-maintain-optimism-despite-knowledge-gaps-survey/ Thu, 22 Jun 2023 18:52:11 +0000 https://www.advisor.ca/?p=227026 Many consumers don't understand current market risks

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]]> FP Canada provides all education in-house for QAFP, CFP https://phoenix.advisor.ca/news/industry-news/fp-canada-provides-all-education-in-house-for-qafp-cfp/ Wed, 19 Apr 2023 17:34:49 +0000 https://www.advisor.ca/?p=224377 Also, QAFP certification has been streamlined

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]]> FP Canada provides exemptions to CFP degree requirement https://phoenix.advisor.ca/news/industry-news/fp-canada-provides-exemptions-to-cfp-degree-requirement/ Fri, 08 Jul 2022 19:21:27 +0000 https://www.advisor.ca/?p=211530 International work experience will also be recognized

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]]> New skills crucial for success amid industry change https://phoenix.advisor.ca/news/industry-news/new-skills-crucial-for-success-amid-industry-change/ Fri, 08 Jul 2022 16:57:04 +0000 https://www.advisor.ca/?p=211506 Financial pros seek AI, sustainability know-how, a CFA Institute survey finds

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]]> How to explain the bear market to clients https://phoenix.advisor.ca/investments/market-insights/how-to-explain-the-bear-market-to-clients/ Tue, 14 Jun 2022 13:05:24 +0000 https://www.advisor.ca/?p=210571 With the S&P 500 now in a bear market, clients may have questions. Here’s how to answer them

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]]> Finance major valuable but lacks positive impact: poll https://phoenix.advisor.ca/news/industry-news/finance-major-valuable-but-lacks-positive-impact-poll/ Wed, 20 Oct 2021 19:04:25 +0000 https://www.advisor.ca/?p=201638 Investment pros came up short when students ranked various careers on social and environmental contribution

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