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Advisors’ Report Card 2019: Prominent advisor designations over the past 10 year

Which credentials advisors are seeking and why

  • By: Leah Golob
  • October 11, 2019 October 31, 2019
  • 00:16
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Program addresses an investment trend that is "increasingly important to investors of all ages"

  • By: IE Staff
  • September 5, 2019 October 17, 2019
  • 11:57

Desjardins and Vancity have enrolled 500 and 100 representatives, respectively, in the RIA’s responsible investment specialist program

  • By: IE Staff
  • April 17, 2019 October 17, 2019
  • 09:22
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Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 October 31, 2019
  • 12:56
female advisor shaking hands with a young couple

Enrolment for association members will begin in November

Business man writing a test

FPSC names three new members to President’s List

hands working on digital device network graphic overlay of GIVE

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 October 31, 2019
  • 11:15
closeup of sheet of paper filled with calculations with pencil

More than 35,000 candidates around the globe sat for the Level III exam

  • By: IE Staff
  • August 31, 2018 October 17, 2019
  • 14:40
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Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 October 31, 2019
  • 12:57
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From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide to some of the credentials that can boost your cred - and what it takes to get them