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News & Updates

April 23, 2026
BCC launches CIRO Exam Prep on ReadyEngine™. Here’s what you need to know. 

CIRE and RSE courses are now live on ReadyEngine™, BCC’s ready intelligence platform. This is what changed, who it’s for, and how it works.  Studying hard is not the same as being ready. For a high-stakes, regulated exam, that distinction decides your license.  Canada's securities licensing model changed in January 2026. If you're working toward registration as…

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October 1, 2019

Gender Bias on the CFP® Exam?

With FP Canada’s™ exams coming up at the end of November, we are just about to start our first set of exam prep classes. As anybody who has attended an…
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August 28, 2019

Kids Heading Off to School? What Changes?

It’s September, and some of your clients might be sending the kids away to post-secondary school for the first time. This can be an exciting time. I know that Canadians…
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June 28, 2019

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 from the RRSP and should be using the TFSA instead. The argument here generally hinges…
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May 30, 2019

June 2019 Newsletter: RRSP Beneficiary Designations

A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary designations. I expect that most people are aware that an RRSP annuitant can name a…
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May 1, 2019

What’s New – CFP® Designation Route Changes

Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released a more detailed look at the changes coming to the CFP designation routes in 2020.…
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May 1, 2019

May 2019 Newsletter Article: Employment Insurance for Self-Employed

Living in Alberta, I saw much discussion of child care leading up to this most recent election. Last year, when the 2018 Budget introduced adverse consequences of building up too…
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April 9, 2019

April 2019 Newsletter: The Probate Boogeyman

I have spent a bunch of time over the past couple of months reviewing students’ Capstone course work, as they pursue the CFP® Certification. While it is not new to…
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March 7, 2019

Mar 2019 Newsletter Article: The Broken Medical Expense Tax Credit

Your clients are likely rounding the corner to tax season, and gathering up receipts to support their desire to minimize their tax bills. Some of those receipts will likely include…
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January 30, 2019

February 2019 Newsletter: RRSP Season is Upon Us

For many of our clients, February is RRSP (Registered Retirement Savings Plan) season. We don’t run a lot of classes in the last two weeks of February, and we normally…
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