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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Feb 2, 2022
Feb 2, 2022
1 hr 5 min
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.
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Supplementary Materials:
MONEY ARCHITECT FINANCIAL PLANNING
Investment Risk Tolerance Assessment
The charity that gave birth to a $300M global impact asset manager
Jan 19, 2022
Jan 19, 2022
1 hr 4 min
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.
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Supplementary Materials:
MEET JANE
Communication Essentials for Financial Planners: Strategies and Techniques
Jan 5, 2022
Jan 5, 2022
1 hr 10 min
Portfolio Manager John de Goey joins Jason for a discussion covering a wide range of topics, including asset bubbles, the role of public policy, and financial planning research.
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Supplementary Materials:
The Unintended Consequences of Conflict of Interest Disclosure
The Burden of Disclosure: Increased Compliance With Distrusted Advice
PROJECTION ASSUMPTION GUIDELINES (FP Canada)
Dec 22, 2021
Dec 22, 2021
1 hr 2 min
Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation.
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Supplementary Materials:
Canada (Minister of Citizenship and Immigration) v. Vavilov, 2019 SCC 65 (CanLII)
Canadian Securities Administrators (CSA) FAQs
CCIR Cooperative Fair Treatment of Customers (FTC) Review – Consolidated Observations Report
Dec 8, 2021
Dec 8, 2021
1 hr 2 min
Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee.
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Supplementary Materials:
Nov 24, 2021
Nov 24, 2021
54 min
Impact Entrepreneur Trevor Schonewille joins Jason for a discussion around building a technology platform for financial literacy education.
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Supplementary Materials:
Nov 10, 2021
Nov 10, 2021
1 hr 6 min
Family law practitioner Fiona McLean joins Jason for a look at the various elements of family law that financial planners need to be concerned with.
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Supplementary Materials:
Calgary Military Family Resource Centre (MFRC)
Unmarried Spouses and the Joint Family Venture: An Update on the State of the Law
Oct 27, 2021
Oct 27, 2021
57 min
Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context.
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Supplementary Materials:
Dan Hallett on Robo-Advisors, Financial Advice, and CRM2
Oct 13, 2021
Oct 13, 2021
1 hr 5 min
Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors.
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Supplementary Materials:
Jason M. Pereira
Financial Planning Association of Canada
FP Canada - Standards Of Professional Responsibility
CFP Board’s Standard Of Professional Conduct
Kansas State University - Department Of Personal Financial Planning
Sep 29, 2021
Sep 29, 2021
57 min
Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process.
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Supplementary Materials:
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Finding Your Own Money Story To Better Communicate With Clients
Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology