Newsletters May 2020 Newsletter: LLQP Review Sessions My, how quickly the world changes. Everyone has had to step up and adjust the…Bob WattApril 30, 2020
Newsletters April 2020 Newsletter: Pro Bono Financial Planning Case Study: A Successful Intervention Below is a case study I wrote for the United Way to demonstrate the value…Jason WattApril 4, 2020
Education and DesignationsNewsletters April 2020 Newsletter: Life Insurance Licensing Program (LLQP) I am back to discussing insurance agent licensing, but wow, we are certainly in interesting…Bob WattApril 1, 2020
Financial PlanningNewsletters March 2020 Newsletter: Developing Financial Planning as a Profession When we discuss the professionalization of the delivery of financial advice, we often discuss fees,…Jason WattMarch 2, 2020
Newsletters March 2020 Newsletter : CFP Board Academic Research Colloquium Earlier in this edition of the newsletter, Jason shared his thoughts about the CFP Board…Bob WattMarch 2, 2020
Newsletters February 2020 Newsletter: LLQP Comment Corner Here we are 1 month into a new year and a new decade. We have…Bob WattFebruary 11, 2020
NewslettersRetirement Planning February 2020 Newsletter: RRSPs After Age 71 Here we are in February! Every advisor’s favourite season – RRSP season! Somehow Costco and Walmart don’t…Jason WattFebruary 11, 2020
Newsletters January 2020 Newsletter: LLQP Comments by Bob Watt Here we are embarking on a new year and a new decade. Of course whether…Bob WattJanuary 10, 2020
Insurance and Risk ManagementNewsletters January 2020 Newsletter: Regulation of Insurance Contracts Some of you may have picked up on this notice from the law firm Norton…Jason WattJanuary 10, 2020
Education and DesignationsNewsletters December 2019 Newsletter: LLQP Comment Corner Now that we have spent some time looking at the LLQP program and all its…Bob WattDecember 4, 2019
Education and DesignationsNewsletters December 2019 Newsletter: Spreading the word about IPE & PEP If you are on your path to the CFP® or QAFP™ designation, did you know that…Marketing We Know TrainingDecember 4, 2019
Financial PlanningNewsletters Dec 2019 Newsletter: Financial Planning Week 2019 As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning…Jason WattDecember 4, 2019
Financial PlanningNewsletters Nov 2019 Newsletter: Decision-Making in Financial Planning Behavioural finance research makes it clear that we are all victims of our own biases.…Jason WattOctober 29, 2019
Education and Designations Gender Bias on the CFP® Exam? With FP Canada’s™ exams coming up at the end of November, we are just about…Jason WattOctober 1, 2019
Newsletters Kids Heading Off to School? What Changes? It’s September, and some of your clients might be sending the kids away to post-secondary…Jason WattAugust 28, 2019
Financial PlanningNewsletters 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…Jason WattJune 28, 2019
Estate PlanningFinancial PlanningNewsletters June 2019 Newsletter: RRSP Beneficiary Designations A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary…Jason WattMay 30, 2019
Education and Designations What’s New – CFP® Designation Route Changes Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released…Marketing We Know TrainingMay 1, 2019
Insurance and Risk ManagementNewsletters May 2019 Newsletter Article: Employment Insurance for Self-Employed Living in Alberta, I saw much discussion of child care leading up to this most…Jason WattMay 1, 2019
Estate PlanningFinancial PlanningNewsletters April 2019 Newsletter: The Probate Boogeyman I have spent a bunch of time over the past couple of months reviewing students’…Jason WattApril 9, 2019