News

Dec 2019 Newsletter Article: Financial Planning Week 2019

Posted by Jason Watt on

As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning Week 2019 activities. This is our fourth year sponsoring Financial Planning Week activities; we have sponsored the Ethics Breakfast in the past as well. This major event had 3 distinct components this year: The Celebration of the Profession dinner on the evening of Tuesday, November 19th. The headline speakers were Rod Phillips, Ontario’s Minister of Finance, and Caroline Ouellette, who won four gold medals playing Olympic hockey for Team Canada. Caroline’s story was wonderful and covered several major phases of an athlete’s career. Anybody could...

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Celebration of Profession Dinner Kicks Off Financial Planning Week

Posted by Desiree Gratton-Hicks on

Craig Handley, CFP®, CLU®, CHS - Sun Life Financial Craig is currently a Manager with Sun Life Financial in Calgary. In January 2020, he will start a new role with Sun Life as a Business Development Consultant. His focus will include helping successful advisors with practice acquisition, business planning, business management, client engagement, marketing, and legacy planning. On a personal note, Craig says he is a very proud family man, with a wonderful wife and two amazing kids. Melissa Loiselle - IG Wealth Management Melissa is an Associate Consultant at IG Wealth Management. She says that the BCC program has been instrumental in achieving...

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December 2019: Spreading the word about IPE & PEP

Posted by Kelsey McGuinty on

If you are on your path to the CFP® or QAFP™ designation, did you know that there are two courses you will need to complete after the Core & Advanced Curriculum? They are called Introduction to Professional Ethics (IPE), and Professional Education Program (PEP). Available exclusively through FP Canada, please note that there is a different version of the PEP course depending on which designation you are working towards. The IPE course will take approximately 2 hours and is done online. The PEP course will take approximately 110-160 hours, and is made up of assignments that are submitted online on a...

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December 2019: LLQP Comment Corner

Posted by Bob Watt on

Now that we have spent some time looking at the LLQP program and all its various components, it will be good to look at some steps that are being taken to keep it current. Students are currently tested on material included in the 5th Edition LLQP text books. The process is that each year in the fall the newest edition is published. We are sent the newest edition in late September so that we, as providers, can review the changes and work on any adjustments needed for our question banks and teaching material. Provincial exams are adjusted effective January 1st of each year to...

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Nov 2019 Newsletter Article: Decision-Making in Financial Planning

Posted by Jason Watt on

Behavioural finance research makes it clear that we are all victims of our own biases. Dan Kahneman, who is likely the world’s leading researcher on bias, has this depressing conclusion as it concerns bias: “The odd thing is that educating people doesn’t seem to be enough, because we find that educated people are not less polarized than non-educated people in their politics and their biases.” What are the consequences of this for financial planning? Should we be concerned that we are helping a client to make decisions, but are stuck in a path carved out by our own biases? How...

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