September 8, 2008
sign in

Money Management 101

Title: Money Management 101

By : Josephine Parks, CFP

For young adults moving away from home for the first time to attend college or university, September brings a whole new reality. One of the biggest challenges they’ll face — besides having to do their own laundry for the first time — is managing their finances. With that in mind, here are seven financial survival tips for students, many of which are equally valuable post-graduation.

|

My Best Career Move

Title: My Best Career Move

By : By Betty Anne Flynn, CFP

I had been offering financial advice to members for many years, in the credit union where I worked, on matters such as investments, RRSP’s, budgeting, mortgages, loans, leases, estates, powers of attorney, personal income taxes, education planning as well as many more financial services and products.

|

FPSC Announces June 2008 CFP Examination Results

Title: FPSC Announces June 2008 CFP Examination Results

Toronto, July 22, 2008 — Seven hundred and fifty nine (759) individuals wrote the Financial Planners Standards Council (FPSC) Certified Financial Planner (CFP) Examination on June 14, 2008, and 40 per cent (303) passed. Of those writing the exam for the first time, 45 per cent passed.

The list of the 303 successful CFP examination candidates will be published in

|

Budgeting for High Gas Prices this Summer

Title: Budgeting for High Gas Prices this Summer

By : Lisa Mikhael, CFP

Like many Canadians, you may be wondering how the recent spike in gas prices will affect your summer plans and overall financial situation.

|

FPSC Releases Proposed Changes to Eligibility Requirements for CFP Certification

Title: FPSC Releases Proposed Changes to Eligibility Requirements for CFP Certification

Toronto, June 24, 2007 — Financial Planners Standards Council (FPSC) has today released proposed changes to the eligibility requirements for CFP certification. FPSC is releasing these proposed changes and welcoming feedback from interested stakeholders until September 23, 2008.

|

Jim Rogers, Chair of Regulatory Committee

Title: Jim Rogers, Chair of Regulatory Committee

September 15, 1997,Toronto - Mr. Jim Rogers, Chair, The Rogers Group Financial Advisors Ltd, has been appointed Chairman of the Regulatory Committee of Financial Planners Standards Council of Canada (FPSC).

|

Institute of Canadian Bankers' Financial Planning Program leads to CFP®

Title: Institute of Canadian Bankers' Financial Planning Program leads to CFP®

February 4, 2003, Toronto — Financial Planners Standards Council (FPSC) has approved the financial planning education program offered by The Institute of Canadian Bankers (ICB) as a course of study that meets the educational requirements for CERTIFIED FINANCIAL PLANNER® (CFP®) certification.

|

Recent graduates: Keep your horizons broad — engage in financial planning now, for the future!

Title: Recent graduates: Keep your horizons broad — engage in financial planning now, for the future!

Toronto, ON — June, 2008 Graduation is an exciting event for young people and their families. The future is bright, and new horizons open up. However, many of these opportunities mean big decisions are necessary. Many of the decisions these graduates face have profound financial implications.

|

Choosing a Planner

Title: Choosing a Planner

In your search for help, you need to be able to recognize who you can trust. Implicitly.

|

Spring Into Financial Planning

Title: Spring Into Financial Planning

By : Lora Grant, CFP, FCSI

The snow is gone and plants are sprouting in the garden. The robins are chirping and we are shedding our layers of winter clothing. Spring has finally sprung!

|

Syndicate content