Thank you to Advocis for giving me the opportunity to share with you today. Here is the link for a copy of the presentation. For .pdf copies, please scroll down on this page:
Along with friend and colleague Adrian Altamirano, we will work together to complete the learning objectives for Module 6. If you would like a copy of the presentation, please go to the following link:
Who is fp canada?
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada. At a time when society is facing unprecedented technological disruption in all walks of life, Canadians have a greater need than ever for personalized financial planning advice with a human touch. FP Canada provides the financial planning profession with the leadership it needs to help Canadians achieve financial well-being in this new digital era.