FPSC – 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, 12 Dec 2022 17:53:43 +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 FPSC – Advisor's Edge https://phoenix.advisor.ca 32 32 61% of CFP candidates passed exam in June https://phoenix.advisor.ca/news/industry-news/61-of-cfp-candidates-passed-exam-in-june/ Wed, 07 Aug 2019 16:33:33 +0000 https://www.advisor.ca/?p=168693 FP Canada says a record 717 CFP candidates wrote the exam

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]]> Brett Millard appointed chair of FP Canada’s board of directors https://phoenix.advisor.ca/news/industry-news/brett-millard-appointed-chair-of-fp-canadas-board-of-directors/ Wed, 26 Jun 2019 21:01:50 +0000 https://www.advisor.ca/?p=167397 FP Canada announced its directors for 2019-2020 on Wednesday

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]]> Province’s plan to regulate planner and advisor titles gets thumbs-up from industry https://phoenix.advisor.ca/news/industry-news/provinces-plan-to-regulate-planner-and-advisor-titles-gets-thumbs-up-from-industry/ Fri, 12 Apr 2019 15:46:40 +0000 https://www.advisor.ca/?p=164528 Ontario has yet to say what credentials the titles would require

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]]> Top CFP exam candidates recognized https://phoenix.advisor.ca/news/industry-news/top-cfp-exam-candidates-recognized/ Fri, 01 Mar 2019 18:03:30 +0000 https://www.advisor.ca/?p=162691 FPSC names three members to its President's List

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]]> FPSC appoints new chief strategy officer, institute head https://phoenix.advisor.ca/news/industry-news/fpsc-appoints-new-chief-strategy-officer-institute-head/ Mon, 04 Feb 2019 15:50:47 +0000 https://www.advisor.ca/?p=161563 Ralph Vizl will lead marketing for the rebranded FP Canada

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]]> Here’s what keeps your clients up at night https://phoenix.advisor.ca/news/industry-news/heres-what-keeps-your-clients-up-at-night/ Mon, 21 Jan 2019 19:28:40 +0000 https://www.advisor.ca/?p=160898 Canadians are worried about their finances and the economy, a poll finds

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]]> Number of CFP exam candidates hits record high https://phoenix.advisor.ca/news/industry-news/number-of-cfp-exam-candidates-hits-record-high/ Fri, 18 Jan 2019 17:09:22 +0000 https://www.advisor.ca/?p=160844 The overall pass rate for the most recent sitting was 55%

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]]> FPSC replaces ‘client first’ with ‘duty of loyalty’ in new standards https://phoenix.advisor.ca/news/industry-news/fpsc-replaces-client-first-with-duty-of-loyalty-in-new-standards/ Tue, 11 Dec 2018 19:51:14 +0000 https://www.advisor.ca/?p=159256 The FPSC Standards Panel has approved amendments to the standards of professional responsibility

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]]> FPSC to launch new designation and education programs https://phoenix.advisor.ca/news/industry-news/fpsc-to-launch-new-designation-and-education-programs/ Mon, 26 Nov 2018 19:07:27 +0000 https://www.advisor.ca/?p=158683 Designation for associate financial planner to launch in 2020

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]]> FPSC names lifetime achievement recipient https://phoenix.advisor.ca/news/industry-news/fpsc-names-lifetime-achievement-recipient/ Wed, 21 Nov 2018 17:40:23 +0000 https://www.advisor.ca/?p=158424 Award recognizes dedication to advancing CFP certification

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