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
The course is designed to help advisors navigate social situations in which cannabis may be present
The aim of the test is to raise the standards and competence of advisors
The alliance aims to meet the continuing education needs of independent financial advisors
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