Online tool designed to help clients understand financial credentials and titles
Make your designations part of your value proposition
A new IIROC guidance asks firms to ensure that advisor titles and credentials accurately reflect their qualifications
Regulator proposes best practices so investors aren’t misled
Courses taught using web conferencing software
Investors and financial institutions place higher premium on experience, expertise and credentials
Program aims to help planners achieve the RFP designation
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
The Certified Financial Planner Board of Standards says senior investors are particularly vulnerable to confusion about professional designations.
The Certificate in Investment Performance Measurement is the only professional designation dedicated to investment performance analysis