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
New campaign showcases success stories of designation holders
New resource helps investors understand what certifications mean and how advisors achieve them
Financial advisors soon will be able to develop greater expertise in two areas. The Canadian Institute of Certified Executor Advisors (CICEA), based in Brampton, Ont., has introduced a new designation, while the Toronto-based Canadian Securities Institute (CSI) is expanding the curricula for two of the designations that it offers. The new kid on the block […]