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January 27, 2026
Understanding CIRO’s New Proficiency Model

A Guide for Aspiring Financial Services Professionals in Canada The Canadian financial services industry is undergoing a major change in licensing and professional proficiency requirements. As of January 1, 2026, the Canadian Investment Regulatory Organization (CIRO) has fully launched its new proficiency model, replacing the traditional course-centric system with an…

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January 27, 2026

Understanding CIRO’s New Proficiency Model

A Guide for Aspiring Financial Services Professionals in Canada The Canadian financial services industry is undergoing a major change in licensing and professional proficiency requirements. As of January 1, 2026,…
Read more
Female and male professionals smiling at a desk looking to their right at the camera.
January 24, 2026

How to Pass the LLQP Provincial Exam on Your First Try

Passing the LLQP provincial exam is one of the most stressful and important steps in becoming a licensed life insurance agent in Canada. For many candidates, the pressure is real:…
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January 21, 2026

Canada’s NEW Securities Licensing for Financial Services Professionals

The Canadian securities licensing landscape is undergoing a major transformation in 2026. For decades, the Canadian Securities Course (CSC) and related course-based qualifications served as the foundation for licensing financial…
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August 14, 2024

Preparing for Success: Your Guide to CFP & QAFP Exam Prep

As the weather cools, you might find your stress rising with the Certified Financial Planner (CFP) and Qualified Associate Financial Planner (QAFP) exam dates fast approaching. It’s time for financial…
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October 11, 2023

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…
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