Keyword: Continuing education
81 results found
FCA introduces advisor reassessment test
The aim of the test is to raise the standards and competence of advisors
- By: James Langton
- September 5, 2018 September 5, 2018
- 15:30
IFB and Knowledge Bureau announce education alliance
The alliance aims to meet the continuing education needs of independent financial advisors
- By: IE Staff
- August 29, 2018 August 29, 2018
- 09:20
Enhanced advisor expertise key to investor satisfaction
Investors rated three characteristics of advisor education programs as particularly important
- By: James Langton
- April 19, 2018 April 19, 2018
- 16:30
Learnedly launches ETF course for mutual fund reps
The proficiency course follows requirements set out by the MFDA
- By: Leah Golob
- April 4, 2018 August 14, 2018
- 12:50
MFDA seeks comments on proposed CE amendments
Mutual fund advisors would have to complete 20 professional development credits each cycle
- By: James Langton
- March 26, 2018 September 5, 2018
- 17:20
IIROC seeks info on supervisors
The request follows recent changes to the self-regulatory organization’s continuing education rules
- February 5, 2018 February 5, 2018
- 12:10
IIROC issues guidance on CE program
The goal is to create, maintain and promote high proficiency standards
- By: James Langton
- January 26, 2018 January 26, 2018
- 15:50
IIROC proposes tighter CE rules
Former reps that return to the industry would no longer be able to use the CSC and CPH to satisfy their CE requirements
- By: James Langton
- January 25, 2018 January 26, 2018
- 14:45
Learnedly creates training app for financial professionals
The startup is developing courses that will help students prepare for the PFP or CFP designations
- By: Leah Golob
- January 17, 2018 January 21, 2018
- 15:30
Advocis, CSI join forces to offer securities courses
The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities
- By: IE Staff
- December 14, 2017 December 14, 2017
- 14:30