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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 professionals to solidify your study plan so you can secure your future. These exams are pivotal milestones in your career,…

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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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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…
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July 6, 2022

Compliance and Investment Licensing – Jason’s Corner

I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a…
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May 31, 2022

Life Insurance Needs Analysis

In the final month of our focus on risk management, I am going to pick on a pet peeve of mine from the life insurance sector. I continue to see…
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May 3, 2022

Financial Planning and Risk Management — Jason’s Corner

Financial Planning and Risk Management — thinking past the the three predictable risks: Like many of my students, I started my career in the insurance side of the financial advisory…
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April 5, 2022

Risk Management and Advisor Education — Jason’s Corner

As discussed in our March newsletter, the theme for the second quarter of 2022 is Risk Management. I’m going to take this discussion in a slightly unconventional direction. You might…
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March 1, 2022

CE Drive: What to expect in 2022 — Jason’s Corner

Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…
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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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