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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
CFP and FPSC level 1 examinations take place across Canada June 2
Financial planners and advisors need to take note of this new proposed rule when deciding on what financial planning designation to earn
Proposed amendments would establish minimum proficiency requirements for mutual fund reps who present themselves as planners
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.
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