Investors rated three characteristics of advisor education programs as particularly important
The proficiency course follows requirements set out by the MFDA
Mutual fund advisors would have to complete 20 professional development credits each cycle
The request follows recent changes to the self-regulatory organization’s continuing education rules
The goal is to create, maintain and promote high proficiency standards
Former reps that return to the industry would no longer be able to use the CSC and CPH to satisfy their CE requirements
The startup is developing courses that will help students prepare for the PFP or CFP designations
The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities
Tougher penalties for failing to meet CE requirements will be delayed until the end of the new CE cycle
IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses