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Keyword: Continuing education

84 results found
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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 December 31, 2018
  • 12:56
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The course is designed to help advisors navigate social situations in which cannabis may be present

  • By: Leah Golob
  • November 14, 2018 December 25, 2018
  • 16:21

The aim of the test is to raise the standards and competence of advisors

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

The alliance aims to meet the continuing education needs of independent financial advisors

  • By: IE Staff
  • August 29, 2018 December 25, 2018
  • 09:20
Contnuing education concept: pixelated words continuing education on digital background, 3d render

Investors rated three characteristics of advisor education programs as particularly important

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The proficiency course follows requirements set out by the MFDA

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

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

  • February 5, 2018 December 19, 2018
  • 12:10
Contnuing education concept: pixelated words continuing education on digital background, 3d render

The goal is to create, maintain and promote high proficiency standards