Education program fees increased by 38%
Certification body sets sights on prospective investment dealer reps
Acquisition comes at “critical moment,” amid industry's proficiency developments
The collaboration may provide members with more CE options
SRO undertakes education effort to boost firms' knowledge on emerging sector
SRO meeting terms of recognition order, three issues flagged by regulators
SRO publishes syllabi, practice exams, ahead of shift to new proficiency model
Switch to an exam-based model is to take effect Jan. 1, 2026
SRO limits margin accounts to Level 4 dealers in final phase of rule consolidation project
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners