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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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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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June 8, 2021

Business Career College (BCC) and Sun Life join forces to help advisors on their path to higher education

  Edmonton (AB), June 8, 2021   BCC and Sun Life are pleased to announce a new collaboration to provide exclusive online Qualified Associate Financial PlannerTM  (QAFP) training and Certified…
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May 3, 2021

Business Career College’s Subscription Model and How it Works

Maybe you want to start a new career or enhance your current one by adding another certification under your belt. It takes time and consideration to figure out where you…
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