Much debate on new CE proposals

The Financial Advisors Association of Canada (Advocis) has entered into a new collaboration with The Canadian Securities Institute (CSI) to offer Advocis members an expanded range of continuing education and professional development opportunities focused on the securities market, the Toronto-based organizations announced Thursday.

The continuing education courses being offered have been accredited by multiple jurisdictions, including the Exchange Traded Funds (ETFs) for Mutual Fund Representatives Course, which is also recognized by the Mutual Fund Dealer Association (MFDA) as satisfying the requirements for mutual fund sales representatives to deal in ETFs.

“Our Canadian Securities Course, Investment Funds Course and Branch Compliance Officers Course are all recognized as satisfying regulatory proficiency standards for licensing within the mutual fund and/or securities industries,” says Marie Muldowney, managing director of CSI, in a statement.

“By offering our own quality education programs along with quality education providers like the CSI, we can provide practical and relevant education programs closely tied to an advisor’s professional practice and needs,” adds Greg Pollock, president and CEO of Advocis.

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