Want to take more control of your finances but don’t know where to start? It might feel overwhelming, but it doesn’t have to ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale or go deeper with existing clients. FP Canada and financial planning ...

Save for rainy days. Invest a portion of your income. Be protected with insurance. Marketing executive Wong Li Ying is familiar with these financial planning basics. But that doesn’t immediately ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

In the realm of personal finance, having a solid plan is the cornerstone of success. One of the most fundamental tools in your financial toolkit is a budget. A well-structured budget allows you to ...

It seems like the financial planning sector could be, well, a lot better planned. Just as the demand for planners is forecast to surge as the Baby Boomers and Generation X plough on to retirement, the ...