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Keyword: Designations

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Program addresses an investment trend that is "increasingly important to investors of all ages"

  • By: IE Staff
  • September 5, 2019 September 14, 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 September 14, 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 September 21, 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

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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 September 21, 2019
  • 11:15
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More than 35,000 candidates around the globe sat for the Level III exam

  • By: IE Staff
  • August 31, 2018 September 14, 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 September 21, 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

New name of relaunched CLU could create confusion with IAFP, ruling states