FPSC in the News
Some of the publications FPSC has appeared in include:
How to stick to your personal financial plan (Video)
Kelley Keehn shares some tips on how to make a personal or household budget and actually stick to it.
CTV Edmonton Morning Live
FPSC Comments on Ontario Expert Committee Final Report: Financial Advisory and Financial Planning Policy Alternatives
Financial Planning Standards Council (FPSC) is pleased to comment on the final report and recommendations ('the Report") of the Ontario Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives (the Expert Committee).
Fraud in 2017: Romance, Phishing, and CRA Scams (Audio)
In 2016 the Canadian Anti-Fraud Centre (CAFC) received 77,348 mass marketing fraud complaints with a total reported dollar loss of $99,198,188. That's a big number, but CAFC believes that fewer than 5% of victims file a report. It's likely that because of the unreported instances, victims lost approximately $2 billion in Canada due to mass market fraud in 2016. Fraudsters keep coming up with new scams, so it's important to be aware of the new scams, and understand how to protect yourself and your loved ones.
Debt Free in 30
Avoid energy-draining clients
They may bring in the money, but are strength-draining, demand-making clients worth the time and effort? “You don’t want the energy vampires and we all know what those are – people who suck everything out of you all the time,” said Grant Gold, a partner at Toronto-based Ricketts Harris LLP, practising in the area of family law.
The Insurance & Investment Journal
Your money, my money: How spouses annoy each other in retirement
A series of videos on women and money is offered by the Financial Planning Standards Council, which oversees the CERTIFIED FINANCIAL PLANNER designation in Canada. The topics are: Why women stress more about money, women and financial self-confidence, building money confidence, and women and financial planners.
The Globe and Mail
Keeping up with the Criminals: What’s in fashion, in the world of fraud (Audio)
Scammers are getting very creative these days. Personal finance expert Kelley Keehn will be here with some tips on how to keep your money safe. We’ll talk to Sean Cooper, the controversial author of a new book called “Burn Your Mortgage”. Plus we’ll have a look at “niche advisors”, those that focus on a very specific group of clients, like educators or dentists. And we’ll speak to the co-founder of “The Remote Way”, a start-up that wants to make it possible for you to do your job from anywhere.
Moolala: Money Made Simple (SiriusXM Satellite Radio)
March is Fraud Protection Month: Tips & Advice to Help You Out (Audio)
March is Fraud Prevention Month. This year marks the 13th anniversary of the annual education and awareness campaign that began in 2004 by encouraging Canadians to recognize, reject and report fraud. Spearheaded by the Competition Bureau, Fraud Prevention Month is a unique effort that brings together over 80 law enforcement agencies and public and private sector organizations to combat fraud. During the month of March, the Bureau and its partners in the Fraud Prevention Forum carry out numerous activities and host a variety of events to inform Canadians about the impact of fraud and how to protect themselves.
The Night Side with Barb DiGiulio, NEWSTALK 1010 Radio (Toronto)
Regulatory changes that endanger your licences (Video)
In part six of an eight-part series, “How not to get sued,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss how an issue with one regulator is increasingly requiring advisors to respond to several regulators or certification bodies.
Are your clients ‘retirement ready’?
A recent survey conducted on behalf of the Financial Planning Standards Council (FPSC) found that more than two thirds of Canadians believe the economy – and their own financial situation – has either stagnated or worsened over the past five years, leading two out of every five Canadians to worry about money at least once a day.
Curb your enthusiasm
Don't assume that today's high returns predict future gains.
MFDA proposal runs into opposition
The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry.
The future is up to you
Advisors need to figure out how to adapt, embrace technology and build a truly distinguishing profession that delivers a value proposition.
Planners should be aware of clients’ emotions during major life transitions
Financial planners know how to handle the technical side of money, but what they do need to learn more about is how money can affect clients’ self-esteem, cause stress and bring out other personality traits during a major life-altering event, a U.S.-based author has told financial planners.
The Insurance and Investment Journal
Results out for FPSC certification exams
FPSC has announced the outcome of Level 1 and CFP examinations conducted in November.
Financial Solutions For Viewers In Big-Purchase Limbo
Two viewers are close to pulling the trigger on large purchases, but they aren't quite sure whether or not it's the right financial decision. Kelley Keehn steps in to guide them through the process and help them come to the best, and most responsible solution.
The Marilyn Denis Show
CFP Board Center for Financial Planning Announces BMO Best Paper Award in Consumer Finance
The CFP Board Center for Financial Planning is pleased to announce the BMO Wealth Management Best Paper Award in Consumer Finance that will be presented at the Academic Research Colloquium for Financial Planning and Related Disciplines in Arlington, Va. on February 7 – 9, 2017. This Best Paper Award is the next in a series of awards that will recognize authors from a variety of disciplines and sub-disciplines that relate to financial planning.
How to Stay in the Black in the New Year (Audio)
FPSC Consumer Advocate and finance educator Kelly Keehn gives us a few tips on how to stay in the black in the new year.
Edmonton AM, CBC Radio
Eliminating Debt is Apparently Canadians' Number One Priority (Audio)
For Canadians, managing money is always top of mind and according to a new survey from CIBC, getting rid of debt is our number one priority. Guest: Kelley Keehn- FPSC Consumer Advocate and Personal Finance Expert
The Jill Bennett Show, CKNW AM 980 (Vancouver)
The Changing Face of Financial Advice
Advisors are beginning to recognize the importance of understanding the client as a whole person who has complex and multi-faceted needs.