News

Gender Bias on the CFP® Exam?

Posted by Jason Watt on

With FP Canada’s™ exams coming up at the end of November, we are just about to start our first set of exam prep classes. As anybody who has attended an exam prep class with me will attest, I put a lot of thought (maybe too much) into what causes students to pass or fail exams. Over the past several years, I have repeatedly asked FP Canada™ (formerly FPSC™) about gender bias on the CFP® Exam and FPSC™ Level 1 Exam. A recent episode of Malcolm Gladwell’s excellent podcast, “Revisionist History” visited this topic as it concerns the SAT (the primary...

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Kids Heading Off to School? What Changes?

Posted by Jason Watt on

It’s September, and some of your clients might be sending the kids away to post-secondary school for the first time. This can be an exciting time. I know that Canadians don’t do this as much as our neighbours to the south, but it still happens. Even if the kids aren’t headed off to school, those who have recently completed school might be getting ready to leave home – maybe even for good in some cases! In this month’s newsletter article, I want to explore some of the financial planning concerns as the kids head out the door. I am going...

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Celebrating our Heritage: Going Home

Posted by Jason Watt on

As we get ready to celebrate Heritage Day here in Alberta, and Edmonton prepares for my favourite annual festival – the Heritage Festival – thoughts of coming to Canada and leaving Canada are fresh on my mind. I had a conversation last week about leaving Canada. Last week, I had lunch with a financial advisor who is also a good friend. He has a client who is preparing to leave Canada, likely for about a year, and to spend that time working in Europe, in the country that he originally immigrated from. This client of his, apparently quite self-motivated, took...

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What's New - CFP® Designation Route Changes

Posted by Kelly Brewer on

Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released a more detailed look at the changes coming to the CFP designation routes in 2020. The biggest updates include the requirement of a post-secondary education, introduction of FP Canada-administered courses instead of the Capstone Course, and the replacement of the required FPSC Level 1® certification with the optional QUALIFIED ASSOCIATE FINANCIAL PLANNER® designation. You can check out a more detailed description of the new program at the FP Canada website here. CFP professionals in good standing are not impacted by any of these changes. Students...

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Penny's Corner - International Women's Day 2019

Posted by Desiree Gratton-Hicks on

On Friday, March 8th we celebrate International Women's Day. According to the International Women's Day website, this years theme is "#BalanceforBetter ... a call-to-action for driving gender balance across the world" (2019). This is a day to honor how far women have come and promote gender equality within society. If you are a fellow woman, take today and treat yourself. Celebrate being a woman and help encourage other women to take action in achieving their goals.  BCC is choosing to honor International Women's Day by providing all our female advisors and female aspiring advisors with a $50 discount when you...

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