The performance rating of the category increased, but a satisfaction gap remains
Which credentials advisors are seeking and why
Programs will be mandatory for those seeking the CFP
SRO wants to ensure fund reps' skills and industry knowledge remain up to date
Industry weighs in on proposed changes announced in July
Regulator may allow member firms to accredit CE activity of their own reps
Proposed changes aimed at simplifying CE regime are out for comment until Aug. 26
The FP Canada Institute will offer courses for exam preparation and continuing education
The committee gives advice on proficiency policy and operations, helps develop educational standards and reviews course materials and proposals
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners