My, how quickly the world changes. Everyone has had to step up and adjust the…
Bob WattApril 30, 2020
I am back to discussing insurance agent licensing, but wow, we are certainly in interesting…
Bob WattApril 1, 2020
When we discuss the professionalization of the delivery of financial advice, we often discuss fees,…
Jason WattMarch 2, 2020
Earlier in this edition of the newsletter, Jason shared his thoughts about the CFP Board…
Bob WattMarch 2, 2020
Here we are in February! Every advisor’s favourite season – RRSP season! Somehow Costco and Walmart don’t…
Jason WattFebruary 11, 2020
Now that we have spent some time looking at the LLQP program and all its…
Bob WattDecember 4, 2019
If you are on your path to the CFP® or QAFP™ designation, did you know that…
Marketing We Know TrainingDecember 4, 2019
As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning…
Jason WattDecember 4, 2019
Behavioural finance research makes it clear that we are all victims of our own biases.…
Jason WattOctober 29, 2019
With FP Canada’s™ exams coming up at the end of November, we are just about…
Jason WattOctober 1, 2019
It’s September, and some of your clients might be sending the kids away to post-secondary…
Jason WattAugust 28, 2019
Since the introduction of the TFSA, I have often heard that low-income Canadians cannot benefit…
Jason WattJune 28, 2019
A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary…
Jason WattMay 30, 2019
Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released…
Marketing We Know TrainingMay 1, 2019
Living in Alberta, I saw much discussion of child care leading up to this most…
Jason WattMay 1, 2019
I have spent a bunch of time over the past couple of months reviewing students’…
Jason WattApril 9, 2019
