Certificate in Personal Banking provides rookie financial services professionals with a solid foundation in investing, lending and relationship management
In an effort to raise standards of proficiency, program offers training in financial planning and building a mutual funds practice
New credential provides advisors with specialized knowledge beyond licensing requirements
Amendments designed streamline communications with investors who hold securities through intermediaries
Investors and financial institutions place higher premium on experience, expertise and credentials
Rules come into force on Sept. 28
Chartered Professional Strategic Wealth is designed to help advisors grow business in rapidly expanding marketplace
Pilot program offers students new on-demand learning option
Financial services educator gains platform for growth
Changes offer more choice and flexibility for students