The former planner has changed his title to “Senior Financial Consultant,” the decision says. The “financial planner” title ...

Dr Jasmine Fang from the Massey Business School has been appointed to the Financial Planning Standards Board (FPSB) ...

Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional ...

This marks the 16th consecutive year that iMAL has achieved AAOIFI certification, making it the only Islamic banking software ...

The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.

The Silver Age Certification Subsidy is a universal welfare initiative designed to encourage middle-aged and elderly individuals to proactively plan their retirement. Upon reaching the age of 40, ...

CRA My Account’s Represent a Client service provides valuable information that we use in our initial investment ...

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From building a practical study schedule and mastering core concepts to taking regular mock tests and staying calm under ...

Azentio Software ("Azentio"), a leading technology enabler in the BFSI space, today announced that the latest version of its flagship ...

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...