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Keyword: Continuing education

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Much debate on new CE proposals

New IMCA survey finds that continuing education and professional development courses are “very important” to advisors

  • By: Leah Golob
  • August 15, 2017 December 19, 2017
  • 13:30

The CDPSF will train the organization’s fund reps in its caisse network in Quebec and Ontario as of July 4

  • By: IE Staff
  • June 22, 2017 December 19, 2017
  • 09:30
Much debate on new CE proposals

Although industry participants are generally onside with enhanced CE standards for advisors, there are some big concerns

  • By: IE Staff
  • May 4, 2017 December 19, 2017
  • 13:50
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