CSI alumni share the good, the bad and the ugly in financial advice
AMIPROS addresses the need for higher standards and increased education created by the growth in private and syndicated mortgages
Don’t just read the course material — get active and form a study group
The key to success is creating a game plan
Guidance notes from IIROC and IIAC flag concerns about designations claiming special expertise with elderly clients
Firms and SROs can do more to clarify for consumers exactly who qualifies as a financial planner
Guidance stresses that titles that convey expertise in seniors’ issues or retirement planning should face particular scrutiny
The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency
Those initials can be a powerful marketing tool
As clients ask more questions about the qualifications of advisors, designations can help you stand out