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Keyword: Designations

66 results found
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Enrolment for association members will begin in November

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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 November 18, 2018
  • 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 August 31, 2018
  • 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 November 18, 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