Search results for Cfps

FP's May continuing education quiz now available to advisors

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.

The Forward Cap Portfolio

Today’s post is about a new portfolio from Cullen Roche called the Forward Cap Portfolio. The post The Forward Cap Portfolio appeared first on 7 Circles.

FINRA Proposes to Exempt CTFs from its IPO Purchase Restriction Rules

On March 30, 2026, the Financial Industry Regulatory Authority (FINRA) proposed amendments to its rules imposing restrictions on the purchase and sale of equity securities offered...

What do financial planners need to know in 2026?

FP Canada adds housing focus, inflation nuance in this year’s planning guidelines

It's DSRO Exam Time for FCMs: Be Letter 25-38 Prepared!

For futures commission merchants (FCMs) that are clearing members of the Chicago Mercantile Exchange, it’s that time of year: Time for the annual examination of the FCM’s operation...

FP Canada trims return projections and adds a new wildcard for planners

Advisor compensation, a regulatory sandbox and cyber resilience also make the cut

Earn CE credit with Financial Planning's April quiz

Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.

FP Canada, IFP release new investment and inflation assumptions

The guidelines aim to improve consistency in projections

Why Michael Kitces is speaking out against the CFP Board

The influential planning entrepreneur and the FPA are leading an effort to change a tiered fee structure for continuing education providers that started three years ago.

JCB and Credit Card Association of the Philippines (CCAP) Launch Partnership to Boost Financial Literacy Among Filipinos

JCB International Co., Ltd., the international operations subsidiary of JCB Co., Ltd., Japan's only international payment brand, has officially formalized partnership with the Cred...

CIRO puts rulebook harmonization, complaint timelines and account transfers at the top of its final-year agenda

Advisor compensation, a regulatory sandbox and cyber resilience also make the cut

SEC and CFTC jointly propose amendments to reduce Form PF reporting burdens

On April 24, the SEC and CFTC jointly proposed amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds, including tho...

10 Best CEFs This Month: Average Yield Of 9% Plus (May 2026)

PFFR: An 8% Yield With Incremental Interest Rate Optionality

Calibri Bold OSC pegs Canada's OTC derivatives market at $121 trillion

New CSA rules drag certain index credit default swaps into Canada's mandatory clearing net for the first time

CFA, CMA, or Both? Finding the Right Fit for Your Professional Goals

— Choosing the right finance qualification is one of the biggest career decisions students and professionals make. CFA and CMA are two of the most respected finance certifications...

Canada sets new foreign credential recognition target for 2026-27

Employment and Social Development Canada (ESDC) says its Foreign Credential Recognition (FCR) Program will establish 58 agreements to help roughly 32,000 internationally trained pr...

CSA flags CIPF for incomplete procedures on dealer assessment policy changes

Two instances of missed notice - and an undocumented charge for mutual fund dealers

FP資格の新しい活かし方｜相談の幅を広げる“医療×家計”という選択肢

FP資格の新しい活かし方｜相談の幅を広げる“医療×家計”という選択肢