Advisor titles – Investment Executive

CIFP sues FP Canada for agreement breach, trade libel

michelleschriver — Thu, 18 Apr 2024 19:40:04 +0000

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

michelleschriver — Fri, 12 Apr 2024 12:53:31 +0000

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

michelleschriver — Thu, 04 Apr 2024 20:56:45 +0000

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

michelleschriver — Thu, 04 Apr 2024 19:40:15 +0000

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

jameslangton — Wed, 27 Mar 2024 20:51:18 +0000

Regulator reports results of first supervisory reviews at planner/advisor titling organizations

michelleschriver — Mon, 04 Mar 2024 22:31:45 +0000

Credentialing bodies also discussed putting clients first at regulator's annual conference

michelleschriver — Tue, 23 Jan 2024 20:56:57 +0000

Improved proficiency for financial advisors still on the table amid persistent demand

michelleschriver — Thu, 30 Nov 2023 20:10:05 +0000

The October sitting had 57 candidates

jameslangton — Thu, 30 Nov 2023 14:41:23 +0000

Investor survey highlights risks of confusion over titles and proficiency

melissa — Thu, 24 Aug 2023 18:33:21 +0000

The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund