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News & Updates

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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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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May 10, 2023

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…
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April 17, 2023

What are seg fund guarantees worth? – Jason’s Corner

Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate…
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March 10, 2023

Register now for our inaugural CE Week!

Last month, I talked about our upcoming CE Week, featuring a variety of topics. I asked our marketing team (Alex, Liz, Devesh, and Tiffany) to put together a website to…
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February 6, 2023

Introducing BCC’s 5-Day CE Extravaganza – Jason’s Corner

Over the past few years, we’ve been running Continuing Education sessions as a combination of podcast episodes, ½ day sessions once per month, and recorded content. All this is available…
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January 6, 2023

Why Hold Bonds in a Portfolio? – Jason’s Corner

Over the last few months, I’ve heard a lot of concerns about bond performance in 2022. Many students have been left asking questions like, “Why hold bonds if they are…
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December 7, 2022

Ethics and Professional Responsibility Credits – Jason’s Corner

We are nearing the end of the year, and it’s time to make sure you have all your continuing education in good order. I find most advisors have sufficient credits…
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October 14, 2022

Associations and Memberships – Jason’s Corner

I belong to several different organizations and try to attend a wide variety of conferences. Those who follow me on Twitter (@jasonwattbcc) know that I recently attended two very interesting…
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September 13, 2022

Continuing Education with BCC – Jason’s Corner

It’s September, the start of the school year, and time to start thinking about education. We’ve taken a good look at our Continuing Education offerings and I have some updates.…
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