News & Updates

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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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…
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January 2019 Newsletter: What do you learn in CLU?

I spent much of December at various Christmas events. I must be a boring conversationalist, because I find the topic often turns to designation programs for financial advisors. Given that…
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