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Designations

Advisors’ Report Card 2019

Designations deep dive

October 11, 2019 Leah Golob
Advisors’ Report Card 2019: Prominent advisor designations over the past 10 year
Industry

New gift planning designation for advisors now available

September 5, 2019 IE Staff
Industry

More advisors, firms seeking out RI designations: RIA

April 17, 2019 IE Staff
Industry

FPSC unveils new FP Canada details, introduces QAFP designation

November 26, 2018
Industry

Advocis offers early access to PFA designation program

October 16, 2018 Anne-Marie Vettorel
Industry

CFP exam candidates recognized for top performance

October 10, 2018 Anne-Marie Vettorel
Industry

Groups introduce new strategic philanthropic designation for advisors

September 20, 2018 IE Staff
Industry

CFA Institute announces June exam results

August 31, 2018 IE Staff
Industry

Canadian CFP professionals get digital credentials

February 9, 2018 IE Staff
Building Your Business

The letters after your name

February 5, 2018 Wendy Cuthbert
Industry

Trademark board rules against Advocis’ IAFE

December 19, 2017 Megan Harman
Regulation

Investors cautioned over misleading designations

September 14, 2017 James Langton
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