Keyword: Designations

84 results found
MFDA wants to regulate “financial planner” title

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

More than 137,000 candidates sat for all three levels of the exam, with 11,136 coming from Canada. The passing rate for the combined three exams on a global basis was 46%

MFDA wants to regulate “financial planner” title

Responsible investment specialist course developed for mutual fund advisors

MFDA wants to regulate “financial planner” title

The course has been designed for individuals seeking registration as dealing reps and chief compliance officers of EMDs

The CEA program has been accredited for up to 30 hours of CE credits with various reputable organizations

IIROC is adopting a new model that will see it award the job of delivering industry education to a single provider for five-year terms

Make sure any courses you pursue are aligned with your goals

Clients focus on designations and certifications

With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul