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News & Updates

August 4, 2022
Regulatory Updates: FP Canada and Insurance Council of BC – Jason’s Corner

Given that our theme for this quarter is compliance and regulation, it’s timely that I have the chance to talk about two regulatory changes. Both are welcome changes that will improve our industry for the better. The first is that FP Canada has backed off on its degree requirement. You…

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August 4, 2022

Regulatory Updates: FP Canada and Insurance Council of BC – Jason’s Corner

Given that our theme for this quarter is compliance and regulation, it’s timely that I have the chance to talk about two regulatory changes. Both are welcome changes that will…
Read more
February 1, 2022

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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April 6, 2021

Financial Fraud and its effect on Millennials

Financial fraud isn’t a new concept by any means, but in the age of the internet and social media, the general perception is that scams that rid you of your…
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June 29, 2020

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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March 2, 2020

March 2020 Newsletter: Developing Financial Planning as a Profession

When we discuss the professionalization of the delivery of financial advice, we often discuss fees, minimum education requirements, and obligations to clients. One of the significant items missing from the…
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December 4, 2019

Dec 2019 Newsletter: Financial Planning Week 2019

As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning Week 2019 activities. This is our fourth year sponsoring Financial Planning Week activities; we have…
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October 29, 2019

Nov 2019 Newsletter: Decision-Making in Financial Planning

Behavioural finance research makes it clear that we are all victims of our own biases. Dan Kahneman, who is likely the world’s leading researcher on bias, has this depressing conclusion…
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June 28, 2019

Jul 2019 Newsletter: Low Income Canadians Need Financial Planning Too

Since the introduction of the TFSA, I have often heard that low-income Canadians cannot benefit from the RRSP and should be using the TFSA instead. The argument here generally hinges…
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May 30, 2019

June 2019 Newsletter: RRSP Beneficiary Designations

A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary designations. I expect that most people are aware that an RRSP annuitant can name a…
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