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Keyword: Designations

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Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 August 14, 2018
  • 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

Some professional awards and designations provide little basis on which to judge the abilities of the advisor, SEC investor bulletin says

MFDA wants to regulate “financial planner” title

CFP and FPSC level 1 examinations take place across Canada June 2

  • By: IE Staff
  • April 25, 2017 December 19, 2017
  • 09:40

Financial planners and advisors need to take note of this new proposed rule when deciding on what financial planning designation to earn

MFDA wants to regulate “financial planner” title

Proposed amendments would establish minimum proficiency requirements for mutual fund reps who present themselves as planners

Regulators propose restrictions on titles and designations

In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais LLP, about the Canadian Securities Administrators’ (CSA) proposals to restrict the use of titles and designations by advisors.

MFDA wants to regulate “financial planner” title

Choose courses that are aligned with your business goals

Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off