• Home
  • News & Updates

News & Updates

June 26, 2025
Understanding Projection Assumption Guidelines in Financial Planning

Background/ Basics The Projection Assumption Guidelines are published annually jointly by the Institute of Financial Planning (the Institute, and FP Canada Standards Council™. By using standardized assumptions based in method can help in protecting both the planner and the client. Financial Planners can reply on these assumptions and their sources…

Read more

Latest

February 2, 2021

What are Long-term Career Options for Life Insurance Agents?

A career as an insurance agent can be quite rewarding. Selling life insurance, for instance, is a great way to break into the insurance industry, as even novice life insurance…
Read more
January 28, 2021

What is a Chartered Life Underwriter (CLU®) Designation? – With Commentary from Christopher Moore CLU®, CFP®, CHS™, EPC

In the 1980s, Christopher Moore’s father started a financial services business in Saskatoon, Saskatchewan. Through hard work and perseverance and despite not having any formal education, he built his business…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
Load more