Home Designations

Keyword: Designations

67 results found
alphabet letter tiles

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 February 14, 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 February 14, 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 February 14, 2019
  • 14:40
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 February 14, 2019
  • 12:57
alphabet letter tiles

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