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…
July 6, 2022
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…