Guides and updates on Canadian licensing: LLQP, CIRO's proficiency model, CFP/QAFP and insurance careers, from BCC's instructors.
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General
In April, FP Canada announced that it is soon going to be offering Core and Advanced Curriculum in support of CFP® and QAFP™ certification. Since then, I’ve had many questions from current and former students, and a couple from prospective students, about what this means for BCC. First, I appreciate
General
Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate with any named beneficiary. The maturity and death benefit guarantees. In the case of non-registered funds, I would argue there
Jason's Corner
Last month, I talked about our upcoming CE Week, featuring a variety of topics. I asked our marketing team (Alex, Liz, Devesh, and Tiffany) to put together a website to handle enrolments and promote the event. They came up with a brilliant result! The site and registration links are now
Jason's Corner
Over the past few years, we’ve been running Continuing Education sessions as a combination of podcast episodes, ½ day sessions once per month, and recorded content. All this is available to our subscribers at the cost of $200 per year. This year, we are adding a new offering. Twice in
Jason's Corner
Over the last few months, I’ve heard a lot of concerns about bond performance in 2022. Many students have been left asking questions like, “Why hold bonds if they are down in the same year stocks are down?” Some relevant figures here, using data available as of 19 December of
Jason's Corner
We are nearing the end of the year, and it’s time to make sure you have all your continuing education in good order. I find most advisors have sufficient credits in most categories, but Compliance and Professional Responsibility credits can be a tall order. I hear a lot of advisors
Jason's Corner
I belong to several different organizations and try to attend a wide variety of conferences. Those who follow me on Twitter (@jasonwattbcc) know that I recently attended two very interesting and very different conferences. Attending conferences and joining associations can go far toward keeping your knowledge current. Here are some
Jason's Corner
It’s September, the start of the school year, and time to start thinking about education. We’ve taken a good look at our Continuing Education offerings and I have some updates. First, the podcast will continue as it has. We’ve enhanced our quality assurance process around the CE credit component. We
Financial Planning
Given that our theme for this quarter is compliance and regulation, it’s timely that I have the chance to talk about two regulatory changes. Both are welcome changes that will improve our industry for the better. The first is that FP Canada has backed off on its degree requirement. You
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