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Much debate on new CE proposals

The recommendations are also intended to make the proposal more consistent with the requirements set by other regulators

Switch to a shorter, two-year cycle and reduced credit requirements among proposals

The new framework defines the credentials deemed critical for advising wealthy clients

IFIC introduces advisor centre portal

Advisor centre offers resources related to key topics including mutual fund fees, serving vulnerable investors, hot regulatory topics and tools and tips related to CRM2

The SRO is launching a second round of consultations on the actual rules that would impact mutual fund dealer reps

How to help clients with unstable incomes

IIAC has a new series to help with client conversations

The new program will be officially rolled out in October in Madrid

Industry associations unite to strengthen training for independent advisors

  • By: IE Staff
  • November 18, 2015 November 18, 2015
  • 15:50

The MFDA is seeking feedback on a variety of areas that may be included as part of a new, mandated CE requirement

12-credit course can be put towards ETF Smart Specialist Certificate