The FP Canada Institute(TM) and the Institute of Financial Planning Launch Securities Licensing Education and CIRO Exam Prep Tools

New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...

FP Canada(TM) Recognizes Top Performers on the October 2025 CFP(R) Exam and QAFP(R) Exam

TORONTO , Jan. 13, 2026 /CNW/ - January 13, 2026 -- FP Canada today announces the candidates who received the top scores on the October 2025 sittings of the CERTIFIED FINANCIAL PLANNER (R) exam and ...
Morningstar

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital(“PWL”), a ...

How to Use Comprehensive Financial Planning to Achieve Your Goals

A holistic financial plan goes beyond—here’s how to approach it.

Top 5 Financial Planning Software Tools Used by Financial Advisors

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.