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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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December 28, 2020

5 Tips for Building a Successful Career in the Life Insurance Industry

Building a successful career in life insurance is not easy. It takes dedication, commitment, and tenacity. After you’ve completed a program like the Life Insurance Qualification Program (LLQP) that we…
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December 18, 2020

Holiday Newsletter: The Gift that Keeps on Giving

This year we wanted to do a bit more for charities that mean something to our staff. We asked each of our team members to select a charity that they…
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October 16, 2020

What is the Jensen, Sharpe, and Treynor ratios?

CERTIFIED FINANCIAL PLANNER® (CFP) professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) professionals are expected to understand how to properly advise their clients on investments, including risk-adjusted returns. A risk-adjusted return…
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October 1, 2020

EPC Certification and Advising the Elder Demographic

As our population ages, the need for clear, practical, and useful life advice rises. As we age, we try to plan for each stage in our lives the best we…
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September 1, 2020

September 2020 Newsletter: New Information for November 2020 Exams

With fall right around the corner, it’s time to start thinking about the CFP® and QAFP™ exams coming up this November. Like previous years, candidates will have the option to…
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July 30, 2020

August 2020 Newsletter: Canada Student Loans

We are just around the corner from a return to school, whatever that will look like. For many students (and possibly their parents as well), it’s time to start thinking about how…
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July 30, 2020

August 2020 Newsletter: Watt’s What

​In the past, my newsletter articles have been geared towards explaining the LLQP process.  But life changes for all of us with me being no exception. After 38 years in…
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June 29, 2020

July 2020 Newsletter: Child Care Expense Deductions – How Much Do They Help?

The Income Tax Act permits the deduction of child care expenses under certain circumstances. A quick summary of those rules: Only the lower earner in the household can deduct the…
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June 29, 2020

July 2020 Newsletter: LLQP Corner

I am back this month talking about LLQP. As with all things in life right now, the LLQP process is greatly impacted by Covid-19.  About mid-March, all provincial jurisdictions in…
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