One of the hallmarks of any credential-granting professional body is that it has a well-established disciplinary process. The credential-granting body to which I answer is FP Canada. A division of FP Canada, the FP Canada Standards Council™, establishes and enforces the standards that are required...
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Regulating the Use of Financial Planner or Financial Advisor If someone were to tell you that they were a financial planner or a financial advisor, what would be your first thought? Mutual fund salesperson? Or perhaps, life insurance salesperson? Before I became involved in financial services...
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This article was written at the request of my friend April Yamasaki for publication on her blog When You Work for the Church. About April The following biography is from her website, AprilYamasaki.com. April Yamasaki writes on spiritual growth and Christian living both online and in print publications,...
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