News & Updates

10 Tips for Passing Your CFP® Exam

The Certified Financial Planner® (CFP) exam is a significant milestone for those looking to establish themselves as financial planning professionals. Earning the CFP® designation demonstrates your expertise and commitment to the field. However, preparing for and taking the CFP® exam can be a challenging endeavour. To help you succeed, here…

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Compliance and Investment Licensing – Jason’s Corner

I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a…
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Financial Planning and Risk Management — Jason’s Corner

Financial Planning and Risk Management — thinking past the the three predictable risks: Like many of my students, I started my career in the insurance side of the financial advisory…
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Risk Management and Advisor Education — Jason’s Corner

As discussed in our March newsletter, the theme for the second quarter of 2022 is Risk Management. I’m going to take this discussion in a slightly unconventional direction. You might…
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CE Drive: What to expect in 2022 — Jason’s Corner

Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…
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Preparing for Financial Planning Exams

At the time of this article's publication, students across the country will be writing their QAFP™ or CFP® Exams. Most exam writers will have put in about two years of…
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August 2020 Newsletter: Canada Student Loans

We are just around the corner from a return to school, whatever that will look like. For many students (and possibly their parents as well), it’s time to start thinking about how…
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July 2020 Newsletter: Child Care Expense Deductions – How Much Do They Help?

The Income Tax Act permits the deduction of child care expenses under certain circumstances. A quick summary of those rules: Only the lower earner in the household can deduct the…
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June 2020 Newsletter: When to Engage the Expert?

In late April, we hosted our 12th annual Group Insurance Symposium. We normally run this session live in Edmonton each April and again live in Calgary each October. This is…
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May 2020 Newsletter: The Sharpe Ratio, and Why Does a Financial Planner Care?

Since the fall of 2019, BCC’s financial planning Core Curriculum classes have adjusted to include all content from the FP Canada Institute™ Financial Planning Body of Knowledge (FP-BoK). The FP-BoK…
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