News & Updates

FP Canada launches core curriculum: What does it mean for BCC? — Jason’s Corner

In April, FP Canada announced that it is soon going to be offering Core and Advanced Curriculum in support of CFP® and QAFP™ certification. Since then, I’ve had many questions from current and former students, and a couple from prospective students, about what this means for BCC. First, I appreciate…

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Latest

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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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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May 2019 Newsletter Article: Employment Insurance for Self-Employed

Living in Alberta, I saw much discussion of child care leading up to this most recent election. Last year, when the 2018 Budget introduced adverse consequences of building up too…
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April 2019 Newsletter: The Probate Boogeyman

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…
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Mar 2019 Newsletter Article: The Broken Medical Expense Tax Credit

Your clients are likely rounding the corner to tax season, and gathering up receipts to support their desire to minimize their tax bills. Some of those receipts will likely include…
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February 2019 Newsletter: RRSP Season is Upon Us

For many of our clients, February is RRSP (Registered Retirement Savings Plan) season. We don’t run a lot of classes in the last two weeks of February, and we normally…
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January 2019 Newsletter: What do you learn in CLU?

I spent much of December at various Christmas events. I must be a boring conversationalist, because I find the topic often turns to designation programs for financial advisors. Given that…
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