News & Updates

10 Tips for Passing Your CFP® Exam

The Certified Financial Planner® (CFP) exam is a significant milestone for those looking to establish themselves as financial planning professionals. Earning the CFP® designation demonstrates your expertise and commitment to the field. However, preparing for and taking the CFP® exam can be a challenging endeavour. To help you succeed, here…

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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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