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…
April 9, 2019
I have spent a bunch of time over the past couple of months reviewing students’ Capstone course work, as they pursue the CFP® Certification. While it is not new to…