News

April Newsletter Article: Life Insurance Licensing Program (LLQP)

Posted by Bob Watt on

I am back to discussing insurance agent licensing, but wow, we are certainly in interesting times. As an organization, Business Career College is trying to react positively and responsibly to the crisis. When we transitioned to online/digital learning for most of our programs about a decade ago, I, as a seasoned veteran of the insurance industry pushed back a little and might have said, never me. I spend much of my time these days teaching LLQP, EPC and CE by webinar and find it much more effective than the old classroom learning method that most of us grew up with. If...

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April Newsletter Article: Pro Bono Financial Planning Case Study: A Successful Intervention

Posted by Jason Watt on

Below is a case study I wrote for the United Way to demonstrate the value of a program they operate here in Edmonton. This is a true story – only the name of the program participant has been changed.   If this type of work is interesting to you, we have a regional initiative operating in the Edmonton area. The next training for this session is tentatively scheduled for June 22 and 23, though I would not be surprised to see this rescheduled given our required social distancing.   In the longer term, we are also building national resources to support this...

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Cancellation of the June 2020 FP Canada QAFP & CFP Exams

Posted by Kelly Brewer on

On March 24, FP Canada cancelled the June 2020 examinations. If you haven’t seen the details, please click here, but most importantly: all examinees registered for June 2020 are automatically enrolled for the November 2020 exams. If you were planning on writing in June, we have developed an exam prep program that is designed to help keep you on track over the next 8 months. How Does It Work? Attend 2 half-day webinars per month April-October and a full day in late October/early November Recorded if you miss any sessions What’s the Goal? Keep yourself engaged and build up to the...

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March Newsletter Article: CFP Board Academic Research Colloquium

Posted by Bob Watt on

Earlier in this edition of the newsletter, Jason shared his thoughts about the CFP Board Academic Research Colloquium.  I attended that event in Washington, DC as well.  This is our 4th year for that event and each time I come away with my head full of new things that I learned.  But I have had a recurring thought each time I attend.  That is that over the years, almost 38 for me, in this business we learn a lot of stuff.  As I see and listen to the academics share their research, I keep thinking “but we already know that”....

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March Newsletter: Developing Financial Planning as a Profession

Posted by Jason Watt on

When we discuss the professionalization of the delivery of financial advice, we often discuss fees, minimum education requirements, and obligations to clients. One of the significant items missing from the discussion is a robust body of research. Four years ago, my eyes were opened to the extent to which I was missing out on this topic. Every year, the CFP® Board, the entity that licenses the CFP mark in the United States, hosts the CFP Academic Research Colloquium. This Colloquium highlights the latest financial planning research.   Those of us who have only ever been exposed to the Canadian market are...

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