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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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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