Certification body sets sights on prospective investment dealer reps
Morningstar study analyzed more than 57,000 new funds worldwide in eight-year period
Sitting had 280 candidates
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Measure to be in place for 2026 renewals
RLIS is pending approval under Ontario's title protection, the credentialing body says
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma
Regulator reports results of first supervisory reviews at planner/advisor titling organizations