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Keyword: Continuing education

92 results found
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The performance rating of the category increased, but a satisfaction gap remains

Advisors’ Report Card 2019: Prominent advisor designations over the past 10 year

Which credentials advisors are seeking and why

  • By: Leah Golob
  • October 11, 2019 October 31, 2019
  • 00:16
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Programs will be mandatory for those seeking the CFP

  • By: IE Staff
  • October 2, 2019 October 17, 2019
  • 10:58
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SRO wants to ensure fund reps' skills and industry knowledge remain up to date

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Industry weighs in on proposed changes announced in July

Contnuing education concept: pixelated words continuing education on digital background, 3d render

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

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The committee gives advice on proficiency policy and operations, helps develop educational standards and reviews course materials and proposals

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Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 October 31, 2019
  • 12:56