The new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform. Conquest Planning Inc. (“Conquest”), a technology platform ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Adulthood can be lonely. Even in an industry like financial services where you spend most of your time working one-on-one with clients, it's easy to miss the camaraderie of your school days, when ...

Earlier this year, I wrote a column titled “ You Might Be a Salesperson If… ” in which I described some traits of planners whose primary activity is sales, rather than advice. I was surprised by the ...

Students will be exposed to a broad overview of the field of planning. The course will introduce students to the role of a planner while exploring the practice of planning (human settlements and ...

The new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform. The Conquest Ready course, offered by the FP Canada ...